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.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,339 | $46,732-82.2% | $156,549-94.7% | $55,167-84.9% |
| Participation rate | 53.5% | 65.8%-12.3pp | 84.0%-30.5pp | 69.0%-15.5pp |
| Annual return | 6.93% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $90 | $2,105-95.7% | $5,501-98.4% | $1,963-95.4% |
| Participant deferral / active EE | $958 | $2,204-56.5% | $4,871-80.3% | $3,054-68.6% |
| Admin fee / account holder | $136 | $418-67.4% | $13,027-99.0% | $504-72.9% |