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 5-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 | $9,297 | $52,670-82.3% | $90,404-89.7% | $73,409-87.3% |
| Participation rate | 37.7% | 67.7%-30.0pp | 72.7%-35.0pp | 72.2%-34.5pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1293.02%-1293.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $417 | $1,872-77.7% | $3,262-87.2% | $2,234-81.3% |
| Participant deferral / active EE | $853 | $2,807-69.6% | $3,963-78.5% | $3,805-77.6% |
| Admin fee / account holder | $32 | $117-72.5% | $5,611-99.4% | $158-79.6% |