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 | $6,307 | $29,548-78.7% | $56,411-88.8% | $77,643-91.9% |
| Participation rate | 12.3% | 32.7%-20.4pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 15.51% | 19.01%-3.5pp | 1701.33%-1685.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $132 | $568-76.7% | $1,039-87.3% | $2,726-95.1% |
| Participant deferral / active EE | $227 | $1,061-78.6% | $1,952-88.4% | $4,647-95.1% |
| Admin fee / account holder | $20 | $1,046-98.1% | $2,829-99.3% | $430-95.5% |