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 | $12,260 | $55,453-77.9% | $170,442-92.8% | $62,292-80.3% |
| Participation rate | 67.2% | 66.4%+0.8pp | 83.6%-16.4pp | 69.5%-2.4pp |
| Annual return | 12.80% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $373 | $2,164-82.8% | $5,433-93.1% | $2,042-81.7% |
| Participant deferral / active EE | $479 | $2,303-79.2% | $4,939-90.3% | $3,169-84.9% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |