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 | $11,887 | $59,417-80.0% | $93,606-87.3% | $74,495-84.0% |
| Participation rate | 69.9% | 59.7%+10.2pp | 68.7%+1.1pp | 67.2%+2.7pp |
| Annual return | 13.41% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,559 | $3,050+16.7% | $4,411-19.3% | $4,346-18.1% |
| Admin fee / account holder | $198 | $3,021-93.5% | $8,285-97.6% | $1,942-89.8% |