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.
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 | $8,491 | $77,660-89.1% | $109,143-92.2% | $79,386-89.3% |
| Participation rate | 19.3% | 67.8%-48.5pp | 75.9%-56.6pp | 70.7%-51.4pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $742 | $2,797-73.5% | $3,722-80.1% | $2,427-69.4% |
| Participant deferral / active EE | $1,137 | $3,518-67.7% | $4,653-75.6% | $4,046-71.9% |
| Admin fee / account holder | $60 | $732-91.8% | $6,752-99.1% | $626-90.4% |