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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,471 | $58,083-68.2% | $80,019-76.9% | $56,287-67.2% |
| Participation rate | 27.3% | 73.6%-46.3pp | 75.8%-48.6pp | 69.9%-42.6pp |
| Annual return | -9.75% | 34.61%-44.4pp | 11.22%-21.0pp | -9.96%+0.2pp |
| Employer contribution / active EE | $596 | $1,932-69.1% | $2,468-75.8% | $2,111-71.7% |
| Participant deferral / active EE | $1,035 | $3,135-67.0% | $3,686-71.9% | $3,350-69.1% |
| Admin fee / account holder | $180 | $623-71.1% | $6,521-97.2% | $521-65.4% |