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 6-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 | $10,779 | $43,133-75.0% | $89,391-87.9% | $73,488-85.3% |
| Participation rate | 13.3% | 55.0%-41.7pp | 68.0%-54.7pp | 70.7%-57.4pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.62%-245.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $483 | $1,438-66.4% | $2,586-81.3% | $2,270-78.7% |
| Participant deferral / active EE | $857 | $2,445-65.0% | $3,890-78.0% | $3,740-77.1% |
| Admin fee / account holder | $17 | $444-96.2% | $4,881-99.7% | $513-96.7% |