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 3-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 | $2,193 | $37,317-94.1% | $77,024-97.2% | $77,904-97.2% |
| Participation rate | 7.8% | 46.9%-39.0pp | 67.9%-60.1pp | 73.7%-65.8pp |
| Annual return | 0.00% | -5.88%+5.9pp | 42.32%-42.3pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $185 | $2,564-92.8% | $4,426-95.8% | $4,806-96.1% |
| Admin fee / account holder | $13 | $126-90.0% | $5,425-99.8% | $133-90.5% |