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 8-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 | $11,443 | $52,953-78.4% | $172,739-93.4% | $65,185-82.4% |
| Participation rate | 23.6% | 66.2%-42.6pp | 82.6%-59.1pp | 70.2%-46.6pp |
| Annual return | 22.27% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $338 | $2,190-84.5% | $5,143-93.4% | $2,177-84.5% |
| Participant deferral / active EE | $412 | $2,471-83.3% | $5,198-92.1% | $3,514-88.3% |
| Admin fee / account holder | $55 | $472-88.2% | $13,954-99.6% | $847-93.4% |