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.
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 | $12,737 | $51,197-75.1% | $82,719-84.6% | $66,914-81.0% |
| Participation rate | 69.2% | 67.8%+1.3pp | 72.6%-3.4pp | 69.8%-0.6pp |
| Annual return | -5.19% | -9.64%+4.4pp | 701.18%-706.4pp | 1.58%-6.8pp |
| Employer contribution / active EE | $631 | $2,611-75.8% | $3,009-79.0% | $2,544-75.2% |
| Participant deferral / active EE | $725 | $3,458-79.0% | $4,395-83.5% | $4,237-82.9% |
| Admin fee / account holder | $35 | $416-91.7% | $5,329-99.4% | $593-94.2% |