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.
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 | $7,360 | $51,620-85.7% | $90,281-91.8% | $65,185-88.7% |
| Participation rate | 9.9% | 68.6%-58.7pp | 73.3%-63.4pp | 70.2%-60.3pp |
| Annual return | 21.99% | 24.94%-2.9pp | 78.10%-56.1pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $469 | $2,871-83.7% | $3,885-87.9% | $3,514-86.7% |
| Admin fee / account holder | $54 | $384-86.0% | $5,351-99.0% | $847-93.6% |