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.
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 | $13,834 | $58,083-76.2% | $80,019-82.7% | $56,287-75.4% |
| Participation rate | 62.1% | 73.6%-11.5pp | 75.8%-13.8pp | 69.9%-7.8pp |
| Annual return | 8.33% | 34.61%-26.3pp | 11.22%-2.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $830 | $1,932-57.1% | $2,468-66.4% | $2,111-60.7% |
| Participant deferral / active EE | $1,987 | $3,135-36.6% | $3,686-46.1% | $3,350-40.7% |
| Admin fee / account holder | $24 | $623-96.2% | $6,521-99.6% | $521-95.4% |