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 | $17,304 | $75,388-77.0% | $123,544-86.0% | $55,725-68.9% |
| Participation rate | 14.0% | 75.7%-61.7pp | 82.3%-68.3pp | 70.9%-56.9pp |
| Annual return | -4.99% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,404 | $5,651-75.2% | $6,426-78.2% | $3,356-58.2% |
| Admin fee / account holder | $81 | $120-32.3% | $9,284-99.1% | $115-29.6% |