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.
Employer 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 | $4,070 | $27,330-85.1% | $67,711-94.0% | $55,191-92.6% |
| Participation rate | 52.9% | 47.5%+5.4pp | 67.5%-14.6pp | 69.2%-16.2pp |
| Annual return | 6.08% | 8.81%-2.7pp | 25.41%-19.3pp | 10.78%-4.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $608 | $1,709-64.4% | $3,585-83.0% | $3,046-80.0% |
| Admin fee / account holder | $7 | $109-93.8% | $4,255-99.8% | $91-92.5% |