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 9-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 | $11,957 | $53,901-77.8% | $134,143-91.1% | $73,488-83.7% |
| Participation rate | 64.2% | 62.8%+1.4pp | 72.2%-8.0pp | 70.7%-6.5pp |
| Annual return | 15.38% | 15.82%-0.4pp | 36.33%-21.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $398 | $1,458-72.7% | $3,704-89.3% | $2,270-82.5% |
| Participant deferral / active EE | $2,311 | $2,739-15.6% | $3,499-33.9% | $3,740-38.2% |
| Admin fee / account holder | $21 | $581-96.4% | $6,684-99.7% | $513-95.9% |