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 9-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 | $16,920 | $58,347-71.0% | $85,682-80.3% | $86,799-80.5% |
| Participation rate | 50.4% | 64.9%-14.6pp | 69.9%-19.5pp | 72.3%-21.9pp |
| Annual return | 13.94% | 18.43%-4.5pp | 21.49%-7.5pp | 97.91%-84.0pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $940 | $3,065-69.3% | $3,923-76.0% | $4,131-77.2% |
| Admin fee / account holder | $200 | $147+35.5% | $6,873-97.1% | $170+17.8% |