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 | $10,542 | $35,485-70.3% | $74,550-85.9% | $55,725-81.1% |
| Participation rate | 23.4% | 62.5%-39.1pp | 69.1%-45.7pp | 70.9%-47.4pp |
| Annual return | 0.00% | 0.72%-0.7pp | 32.53%-32.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $464 | $777-40.3% | $1,961-76.3% | $2,078-77.7% |
| Participant deferral / active EE | $651 | $2,181-70.2% | $3,108-79.1% | $3,356-80.6% |
| Admin fee / account holder | $6 | $114-94.7% | $5,060-99.9% | $115-94.7% |