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 4-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $690 | $41,647-98.3% | $96,139-99.3% | $86,799-99.2% |
| Participation rate | 50.7% | 50.2%+0.5pp | 68.4%-17.7pp | 72.3%-21.5pp |
| Annual return | 0.00% | 27.24%-27.2pp | 191.94%-191.9pp | 97.91%-97.9pp |
| Employer contribution / active EE | $9,621 | $1,318+630.2% | $2,797+244.0% | $2,405+300.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-99.9% | $5,537-100.0% | $170-99.9% |