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.
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 | $12,900 | $49,138-73.7% | $84,015-84.6% | $65,185-80.2% |
| Participation rate | 64.8% | 60.7%+4.1pp | 69.0%-4.2pp | 70.2%-5.4pp |
| Annual return | 31.69% | 23.00%+8.7pp | 71.31%-39.6pp | 29.38%+2.3pp |
| Employer contribution / active EE | $2,088 | $914+128.5% | $1,983+5.3% | $2,177-4.1% |
| Participant deferral / active EE | $3,310 | $2,397+38.1% | $3,239+2.2% | $3,514-5.8% |
| Admin fee / account holder | $174 | $543-68.1% | $6,101-97.2% | $847-79.5% |