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 | $8,747 | $52,293-83.3% | $178,490-95.1% | $73,409-88.1% |
| Participation rate | 21.5% | 65.3%-43.8pp | 81.9%-60.4pp | 72.2%-50.6pp |
| Annual return | 14.61% | 34.75%-20.1pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $191 | $2,332-91.8% | $5,202-96.3% | $3,805-95.0% |
| Admin fee / account holder | $56 | $127-56.0% | $13,984-99.6% | $158-64.5% |