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.
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 | $4,437 | $50,175-91.2% | $99,443-95.5% | $65,185-93.2% |
| Participation rate | 48.2% | 68.4%-20.2pp | 73.8%-25.6pp | 70.2%-22.0pp |
| Annual return | 39.01% | 25.36%+13.7pp | 30.72%+8.3pp | 29.38%+9.6pp |
| Employer contribution / active EE | $777 | $1,496-48.1% | $2,540-69.4% | $2,177-64.3% |
| Participant deferral / active EE | $1,213 | $2,748-55.9% | $3,619-66.5% | $3,514-65.5% |
| Admin fee / account holder | $44 | $398-89.0% | $6,250-99.3% | $847-94.9% |