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 | $15,866 | $73,404-78.4% | $87,100-81.8% | $67,579-76.5% |
| Participation rate | 35.4% | 80.9%-45.4pp | 76.9%-41.4pp | 71.3%-35.9pp |
| Annual return | 30.07% | 48.29%-18.2pp | 28.19%+1.9pp | 378.56%-348.5pp |
| Employer contribution / active EE | $746 | $2,014-63.0% | $2,521-70.4% | $2,148-65.3% |
| Participant deferral / active EE | $1,559 | $3,913-60.2% | $4,049-61.5% | $3,539-56.0% |
| Admin fee / account holder | $30 | $142-78.7% | $7,497-99.6% | $142-78.8% |