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.
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 | $25,682 | $66,457-61.4% | $81,382-68.4% | $77,643-66.9% |
| Participation rate | 55.6% | 68.7%-13.2pp | 69.5%-13.9pp | 70.6%-15.0pp |
| Annual return | 13.02% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,304 | $2,159-39.6% | $2,463-47.1% | $2,726-52.2% |
| Participant deferral / active EE | $1,790 | $3,679-51.4% | $3,883-53.9% | $4,647-61.5% |
| Admin fee / account holder | $4 | $583-99.3% | $5,768-99.9% | $430-99.0% |