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 7-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 | $2,880 | $84,487-96.6% | $125,339-97.7% | $66,914-95.7% |
| Participation rate | 46.8% | 76.4%-29.6pp | 82.4%-35.6pp | 69.8%-23.0pp |
| Annual return | -15.94% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $676 | $6,781-90.0% | $7,446-90.9% | $4,237-84.0% |
| Admin fee / account holder | $62 | $685-90.9% | $10,010-99.4% | $593-89.5% |