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 | $17,822 | $69,362-74.3% | $101,248-82.4% | $73,488-75.7% |
| Participation rate | 65.7% | 68.4%-2.7pp | 75.8%-10.1pp | 70.7%-5.0pp |
| Annual return | 11.84% | 18.46%-6.6pp | 46.47%-34.6pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,959 | $2,628+50.6% | $3,660+8.2% | $2,270+74.4% |
| Participant deferral / active EE | $914 | $3,300-72.3% | $4,370-79.1% | $3,740-75.6% |
| Admin fee / account holder | $229 | $704-67.5% | $5,945-96.2% | $513-55.4% |