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 | $12,860 | $61,156-79.0% | $185,823-93.1% | $79,386-83.8% |
| Participation rate | 28.5% | 66.6%-38.2pp | 81.7%-53.2pp | 70.7%-42.3pp |
| Annual return | 18.58% | 19.45%-0.9pp | 122.05%-103.5pp | 116.85%-98.3pp |
| Employer contribution / active EE | $411 | $2,321-82.3% | $5,167-92.0% | $2,427-83.1% |
| Participant deferral / active EE | $774 | $2,789-72.2% | $5,568-86.1% | $4,046-80.9% |
| Admin fee / account holder | $99 | $710-86.0% | $16,237-99.4% | $626-84.2% |