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 8-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.
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 | $16,236 | $51,620-68.5% | $90,281-82.0% | $65,185-75.1% |
| Participation rate | 56.0% | 68.6%-12.6pp | 73.3%-17.2pp | 70.2%-14.2pp |
| Annual return | 21.81% | 24.94%-3.1pp | 78.10%-56.3pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,252 | $2,235-44.0% | $2,854-56.1% | $2,177-42.5% |
| Participant deferral / active EE | $2,447 | $2,871-14.8% | $3,885-37.0% | $3,514-30.4% |
| Admin fee / account holder | $135 | $384-64.9% | $5,351-97.5% | $847-84.1% |