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 | $19,324 | $80,177-75.9% | $123,892-84.4% | $57,658-66.5% |
| Participation rate | 10.4% | 74.4%-64.0pp | 81.4%-71.0pp | 70.2%-59.8pp |
| Annual return | 16.38% | 17.90%-1.5pp | 47.52%-31.1pp | 5.13%+11.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $898 | $5,130-82.5% | $5,984-85.0% | $3,061-70.7% |
| Admin fee / account holder | $109 | $106+2.7% | $8,357-98.7% | $95+15.5% |