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 | $5,068 | $53,925-90.6% | $75,670-93.3% | $69,631-92.7% |
| Participation rate | 29.6% | 71.2%-41.6pp | 72.3%-42.7pp | 70.7%-41.1pp |
| Annual return | 0.00% | 17.84%-17.8pp | 27.34%-27.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $635 | $1,802-64.8% | $2,352-73.0% | $2,032-68.8% |
| Participant deferral / active EE | $862 | $2,569-66.4% | $3,142-72.6% | $3,224-73.3% |
| Admin fee / account holder | $22 | $97-77.4% | $5,800-99.6% | $110-80.2% |