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 9-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.
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 | $18,485 | $72,994-74.7% | $120,354-84.6% | $77,643-76.2% |
| Participation rate | 56.4% | 55.2%+1.1pp | 71.9%-15.5pp | 70.6%-14.2pp |
| Annual return | 16.99% | 18.23%-1.2pp | 107.15%-90.2pp | 31.24%-14.2pp |
| Employer contribution / active EE | $933 | $1,793-48.0% | $3,463-73.1% | $2,726-65.8% |
| Participant deferral / active EE | $1,524 | $3,011-49.4% | $4,991-69.5% | $4,647-67.2% |
| Admin fee / account holder | $29 | $658-95.6% | $9,423-99.7% | $430-93.2% |