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 6-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 | $1,649 | $31,679-94.8% | $74,701-97.8% | $65,185-97.5% |
| Participation rate | 16.8% | 40.4%-23.5pp | 54.5%-37.6pp | 70.2%-53.4pp |
| Annual return | 0.00% | 39.04%-39.0pp | 752.92%-752.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $164 | $566-71.0% | $1,084-84.9% | $2,177-92.5% |
| Participant deferral / active EE | $140 | $1,191-88.3% | $1,964-92.9% | $3,514-96.0% |
| Admin fee / account holder | $28 | $379-92.5% | $3,333-99.2% | $847-96.7% |