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 | $17,125 | $52,467-67.4% | $57,179-70.1% | $55,167-69.0% |
| Participation rate | 68.7% | 75.8%-7.1pp | 75.3%-6.6pp | 69.0%-0.3pp |
| Annual return | 5.82% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $873 | $2,477-64.8% | $2,682-67.5% | $1,963-55.5% |
| Participant deferral / active EE | $2,670 | $2,830-5.6% | $3,096-13.7% | $3,054-12.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |