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 7-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 | $1,514 | $88,122-98.3% | $141,162-98.9% | $67,579-97.8% |
| Participation rate | 4.5% | 76.5%-72.0pp | 82.5%-78.0pp | 71.3%-66.8pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.39%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $63 | $5,958-98.9% | $6,709-99.1% | $3,539-98.2% |
| Admin fee / account holder | $5 | $131-96.2% | $10,261-100.0% | $142-96.5% |