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 7-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 | $24,852 | $92,971-73.3% | $96,683-74.3% | $74,419-66.6% |
| Participation rate | 49.8% | 71.5%-21.7pp | 74.3%-24.5pp | 70.7%-20.9pp |
| Annual return | 18.79% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,400 | $3,426-59.1% | $3,737-62.5% | $2,637-46.9% |
| Participant deferral / active EE | $2,024 | $3,970-49.0% | $4,878-58.5% | $4,528-55.3% |
| Admin fee / account holder | $14 | $633-97.8% | $6,730-99.8% | $348-96.0% |