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 10-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 | $28,460 | $104,475-72.8% | $159,436-82.1% | $79,386-64.2% |
| Participation rate | 40.9% | 76.6%-35.7pp | 82.8%-41.9pp | 70.7%-29.8pp |
| Annual return | 16.89% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $2,074 | $3,417-39.3% | $4,829-57.1% | $2,427-14.6% |
| Participant deferral / active EE | $29 | $6,467-99.6% | $7,352-99.6% | $4,046-99.3% |
| Admin fee / account holder | $6 | $711-99.2% | $10,799-99.9% | $626-99.0% |