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 5-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 | $26,108 | $99,985-73.9% | $146,665-82.2% | $85,850-69.6% |
| Participation rate | 49.4% | 73.1%-23.6pp | 80.1%-30.7pp | 69.3%-19.9pp |
| Annual return | 12.76% | 18.93%-6.2pp | 22.74%-10.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,303 | $2,559-49.1% | $4,136-68.5% | $2,565-49.2% |
| Participant deferral / active EE | $2,459 | $4,006-38.6% | $5,506-55.3% | $3,952-37.8% |
| Admin fee / account holder | $108 | $7,702-98.6% | $10,280-99.0% | $6,260-98.3% |