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 4-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 | $6,456 | $59,097-89.1% | $82,389-92.2% | $74,304-91.3% |
| Participation rate | 65.1% | 52.8%+12.3pp | 69.5%-4.5pp | 60.3%+4.7pp |
| Annual return | 19.64% | 22.85%-3.2pp | 28.67%-9.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $729 | $1,601-54.5% | $2,517-71.1% | $2,241-67.5% |
| Participant deferral / active EE | $971 | $2,775-65.0% | $4,155-76.6% | $3,767-74.2% |
| Admin fee / account holder | $38 | $4,489-99.2% | $7,231-99.5% | $2,969-98.7% |