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 9-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 | $9,910 | $58,726-83.1% | $92,233-89.3% | $62,292-84.1% |
| Participation rate | 4.7% | 68.3%-63.7pp | 76.5%-71.8pp | 69.5%-64.9pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $128 | $2,766-95.4% | $3,897-96.7% | $3,169-95.9% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |