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 | $27,415 | $99,957-72.6% | $149,696-81.7% | $73,488-62.7% |
| Participation rate | 30.4% | 75.7%-45.3pp | 82.5%-52.0pp | 70.7%-40.2pp |
| Annual return | 15.33% | 53.87%-38.5pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $689 | $3,191-78.4% | $4,644-85.2% | $2,270-69.7% |
| Participant deferral / active EE | $1,329 | $6,073-78.1% | $6,842-80.6% | $3,740-64.5% |
| Admin fee / account holder | $137 | $551-75.1% | $9,309-98.5% | $513-73.3% |