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 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 | $29,488 | $71,192-58.6% | $117,854-75.0% | $62,292-52.7% |
| Participation rate | 44.6% | 74.2%-29.6pp | 79.7%-35.0pp | 69.5%-24.9pp |
| Annual return | 35.18% | 18.66%+16.5pp | 335.08%-299.9pp | 28.90%+6.3pp |
| Employer contribution / active EE | $687 | $1,934-64.5% | $3,786-81.9% | $2,042-66.4% |
| Participant deferral / active EE | $1,015 | $3,189-68.2% | $4,482-77.3% | $3,169-68.0% |
| Admin fee / account holder | $6 | $587-98.9% | $8,020-99.9% | $479-98.7% |