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 | $13,446 | $60,795-77.9% | $69,455-80.6% | $65,185-79.4% |
| Participation rate | 45.6% | 74.9%-29.3pp | 74.6%-29.0pp | 70.2%-24.6pp |
| Annual return | 21.84% | 17.46%+4.4pp | 28.97%-7.1pp | 29.38%-7.5pp |
| Employer contribution / active EE | $718 | $2,452-70.7% | $2,779-74.2% | $2,177-67.0% |
| Participant deferral / active EE | $1,082 | $3,162-65.8% | $3,535-69.4% | $3,514-69.2% |
| Admin fee / account holder | $51 | $314-83.9% | $3,839-98.7% | $847-94.0% |