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 | $30,167 | $136,307-77.9% | $177,821-83.0% | $73,488-59.0% |
| Participation rate | 54.2% | 86.1%-31.9pp | 87.7%-33.5pp | 70.7%-16.4pp |
| Annual return | 17.88% | 18.68%-0.8pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,023 | $3,712-45.5% | $5,918-65.8% | $2,270-10.9% |
| Participant deferral / active EE | $3,077 | $5,829-47.2% | $7,714-60.1% | $3,740-17.7% |
| Admin fee / account holder | $16 | $596-97.2% | $12,427-99.9% | $513-96.8% |