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.
Annual investment return 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 | $5,315 | $47,977-88.9% | $154,107-96.6% | $56,287-90.6% |
| Participation rate | 57.6% | 66.2%-8.5pp | 83.0%-25.4pp | 69.9%-12.2pp |
| Annual return | -7.96% | 3.54%-11.5pp | 735.12%-743.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $724 | $2,169-66.6% | $5,298-86.3% | $2,111-65.7% |
| Participant deferral / active EE | $950 | $2,392-60.3% | $5,081-81.3% | $3,350-71.6% |
| Admin fee / account holder | $98 | $438-77.7% | $13,411-99.3% | $521-81.2% |