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 9-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 | $3,535 | $31,424-88.8% | $81,478-95.7% | $69,631-94.9% |
| Participation rate | 3.9% | 50.8%-46.9pp | 68.0%-64.0pp | 70.7%-66.8pp |
| Annual return | 0.00% | 22.44%-22.4pp | 38.78%-38.8pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $61 | $1,838-96.7% | $3,537-98.3% | $3,224-98.1% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |