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.
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 | $21,092 | $78,275-73.1% | $109,143-80.7% | $86,799-75.7% |
| Participation rate | 45.4% | 73.8%-28.4pp | 75.9%-30.5pp | 72.3%-26.9pp |
| Annual return | 12.63% | 19.14%-6.5pp | 25.75%-13.1pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,215 | $3,105-60.9% | $3,722-67.4% | $2,405-49.5% |
| Participant deferral / active EE | $2,035 | $3,641-44.1% | $4,653-56.3% | $4,131-50.7% |
| Admin fee / account holder | $165 | $198-16.9% | $6,752-97.6% | $170-2.7% |