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 | $5,168 | $30,599-83.1% | $74,583-93.1% | $57,658-91.0% |
| Participation rate | 40.8% | 49.1%-8.3pp | 68.1%-27.3pp | 70.2%-29.4pp |
| Annual return | 7.34% | 14.24%-6.9pp | 20.47%-13.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $330 | $1,000-67.0% | $2,525-86.9% | $1,974-83.3% |
| Participant deferral / active EE | $198 | $1,805-89.0% | $3,458-94.3% | $3,061-93.5% |
| Admin fee / account holder | $42 | $98-57.4% | $4,138-99.0% | $95-55.8% |