See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,446 | $51,197-73.7% | $82,719-83.7% | $66,914-79.9% |
| Participation rate | 12.8% | 67.8%-55.0pp | 72.6%-59.8pp | 69.8%-57.0pp |
| Annual return | -24.08% | -9.64%-14.4pp | 701.18%-725.3pp | 1.58%-25.7pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,402 | $3,458-59.4% | $4,395-68.1% | $4,237-66.9% |
| Admin fee / account holder | $21 | $416-95.0% | $5,329-99.6% | $593-96.5% |