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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,500 | $186,002-95.4% | $186,002-95.4% | $350,135-97.6% |
| Participation rate | 0.0% | 71.9%-71.9pp | 71.9%-71.9pp | 79.0%-79.0pp |
| Annual return | 0.00% | 14.60%-14.6pp | 11.51%-11.5pp | 11.86%-11.9pp |
| Employer contribution / active EE | $0 | $12,809-100.0% | $12,809-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $6,435-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $9,546-100.0% | $9,546-100.0% | $23,717-100.0% |