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 | $20,338 | $65,322-68.9% | $70,449-71.1% | $73,488-72.3% |
| Participation rate | 40.4% | 77.0%-36.5pp | 75.1%-34.6pp | 70.7%-30.2pp |
| Annual return | 16.92% | 15.71%+1.2pp | 109.03%-92.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $703 | $2,460-71.4% | $2,737-74.3% | $2,270-69.0% |
| Participant deferral / active EE | $1,056 | $3,375-68.7% | $3,709-71.5% | $3,740-71.8% |
| Admin fee / account holder | $40 | $214-81.1% | $3,845-98.9% | $513-92.1% |