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 | $30,823 | $86,655-64.4% | $119,609-74.2% | $66,914-53.9% |
| Participation rate | 67.0% | 75.6%-8.6pp | 79.3%-12.3pp | 69.8%-2.8pp |
| Annual return | -14.52% | -8.00%-6.5pp | -14.97%+0.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,818 | $2,536-28.3% | $4,232-57.0% | $2,544-28.6% |
| Participant deferral / active EE | $2,819 | $4,358-35.3% | $5,602-49.7% | $4,237-33.5% |
| Admin fee / account holder | $7 | $755-99.1% | $10,323-99.9% | $593-98.8% |