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 | $12,338 | $74,089-83.3% | $133,980-90.8% | $55,167-77.6% |
| Participation rate | 7.4% | 84.3%-76.9pp | 87.1%-79.7pp | 69.0%-61.6pp |
| Annual return | 8.15% | 12.11%-4.0pp | 29.30%-21.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $485 | $4,678-89.6% | $6,282-92.3% | $3,054-84.1% |
| Admin fee / account holder | $131 | $458-71.5% | $9,324-98.6% | $504-74.1% |