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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,850 | $355,607-99.5% | $323,456-99.4% | $546,767-99.7% |
| Participation rate | 50.0% | 85.8%-35.8pp | 77.8%-27.8pp | 83.5%-33.5pp |
| Annual return | 220.00% | 13.92%+206.1pp | 13.20%+206.8pp | 10.35%+209.7pp |
| Employer contribution / active EE | $0 | $30,116-100.0% | $29,807-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $250 | $9,107-97.3% | $8,204-97.0% | $3,964-93.7% |
| Admin fee / account holder | $250 | $8,428-97.0% | $10,251-97.6% | $48,677-99.5% |