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.
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 | $2,756 | $54,762-95.0% | $90,281-96.9% | $72,985-96.2% |
| Participation rate | 31.9% | 65.1%-33.2pp | 73.3%-41.4pp | 69.5%-37.6pp |
| Annual return | 27.39% | 30.63%-3.2pp | 78.10%-50.7pp | 81.00%-53.6pp |
| Employer contribution / active EE | $242 | $2,092-88.4% | $2,854-91.5% | $2,440-90.1% |
| Participant deferral / active EE | $284 | $2,887-90.2% | $3,885-92.7% | $3,607-92.1% |
| Admin fee / account holder | $22 | $3,972-99.4% | $5,351-99.6% | $5,124-99.6% |