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.
Employer 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 | $12,129 | $67,606-82.1% | $82,313-85.3% | $70,131-82.7% |
| Participation rate | 36.9% | 72.8%-35.8pp | 76.9%-40.0pp | 69.5%-32.6pp |
| Annual return | 19.19% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $106 | $1,755-94.0% | $2,428-95.7% | $2,342-95.5% |
| Participant deferral / active EE | $1,389 | $2,987-53.5% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $62 | $4,512-98.6% | $5,608-98.9% | $4,645-98.7% |