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 | $14,955 | $110,094-86.4% | $151,611-90.1% | $68,494-78.2% |
| Participation rate | 22.2% | 84.0%-61.7pp | 87.5%-65.3pp | 67.9%-45.7pp |
| Annual return | -17.07% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $897 | $6,527-86.3% | $8,363-89.3% | $4,027-77.7% |
| Admin fee / account holder | $3 | $7,719-100.0% | $11,616-100.0% | $5,403-99.9% |