Sorren
Client MeetingReportBenchmark This Business
SOR-100058 · Business Intelligence Profile

Mesa Verde Bread Company

Grants Pass, OR · NAICS 311811 Retail Bakeries

Revenue
$2.11M
Employees
19
Entity type
S Corporation
Years in business
9
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***5629
Moderate confidence · 88% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against134 businessesNAICS 311811 — Retail BakeriesORRevenue $1.1M–$3.4M9–27 employees

Outlier flags

5 for review

Occupancy % Revenue

ReviewBottom 25%
Client
10.0%
Peer median
8.0%
Peer 25th–75th
7.2% – 9.1%
Off median
+25%

Occupancy cost is above peers relative to revenue; lease terms and space utilization are worth reviewing.

Owner Compensation % Revenue

ReviewBottom 25%
Client
4.6%
Peer median
5.8%
Peer 25th–75th
5.1% – 6.3%
Off median
-21%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

Marketing % Revenue

ReviewBottom 25%
Client
1.8%
Peer median
2.2%
Peer 25th–75th
1.9% – 2.5%
Off median
-19%

Marketing % Revenue sits below the peer median and is worth a professional review before the client conversation.

Asset Turnover

ReviewBottom 25%
Client
1.68
Peer median
1.97
Peer 25th–75th
1.83 – 2.13
Off median
-15%

Asset Turnover sits below the peer median and is worth a professional review before the client conversation.

Effective Tax Rate

ReviewBottom 25%
Client
19.8%
Peer median
18.4%
Peer 25th–75th
0.0% – 19.2%
Off median
+8%

Effective tax rate is above the peer median — a planning review with the tax team is warranted.

Profit / Employee

StrengthTop 25%
Client
$11K
Peer median
$2K
Peer 25th–75th
$-3K – $5K
Off median
+547%

Profit / Employee sits above the peer median and is worth a professional review before the client conversation.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
25.7%below median
Company
3.7%
Peer median
5.0%
Top quartile
8.7%
Gross Margin
7.9%above median
Company
66.2%
Peer median
61.3%
Top quartile
66.2%
EBITDA Margin
159.0%above median
Company
16.2%
Peer median
6.3%
Top quartile
10.4%
Net Margin
403.0%above median
Company
9.5%
Peer median
1.9%
Top quartile
5.3%
Revenue / Employee
11.2%above median
Company
$111K
Peer median
$100K
Top quartile
$114K
Payroll % Revenue
20.0%below median
Company
27.5%
Peer median
34.4%
Top quartile
30.4%
Current Ratio
4.3%above median
Company
2.32
Peer median
2.23
Top quartile
2.53
Effective Tax Rate
7.9%above median
Company
19.8%
Peer median
18.4%
Top quartile
0.0%

Benchmark scorecard

Growth
40th
Profitability
86th
Labor Efficiency
80th
Operating Efficiency
44th
Liquidity
62nd
Leverage
91st
Tax Efficiency
31st
Asset Efficiency
64th

Financial opportunity map

$25K
Tax$25K
Working Capital$0

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.