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.
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 | $4,876 | $46,732-89.6% | $156,549-96.9% | $55,167-91.2% |
| Participation rate | 20.2% | 65.8%-45.6pp | 84.0%-63.8pp | 69.0%-48.8pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $505 | $2,105-76.0% | $5,501-90.8% | $1,963-74.2% |
| Participant deferral / active EE | $691 | $2,204-68.7% | $4,871-85.8% | $3,054-77.4% |
| Admin fee / account holder | $17 | $418-95.8% | $13,027-99.9% | $504-96.5% |