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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,274-100.0% | $135,903-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,157 | $3,874-70.1% | $4,856-76.2% | $2,637-56.1% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |