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 | $14,580 | $96,458-84.9% | $136,294-89.3% | $77,958-81.3% |
| Participation rate | 14.1% | 75.4%-61.3pp | 81.9%-67.8pp | 71.6%-57.6pp |
| Annual return | 19.78% | 23.78%-4.0pp | 5155.94%-5136.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $845 | $5,902-85.7% | $6,247-86.5% | $3,537-76.1% |
| Admin fee / account holder | $58 | $80-27.4% | $9,243-99.4% | $97-40.0% |