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.
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 | $17,716 | $64,919-72.7% | $392,568-95.5% | $65,185-72.8% |
| Participation rate | 61.6% | 72.0%-10.4pp | 78.1%-16.5pp | 70.2%-8.6pp |
| Annual return | 23.65% | 26.09%-2.4pp | 24.42%-0.8pp | 29.38%-5.7pp |
| Employer contribution / active EE | $963 | $2,374-59.4% | $3,783-74.6% | $2,177-55.8% |
| Participant deferral / active EE | $1,951 | $3,668-46.8% | $5,985-67.4% | $3,514-44.5% |
| Admin fee / account holder | $7 | $634-99.0% | $6,260-99.9% | $847-99.2% |