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 7-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 | $3,539 | $23,224-84.8% | $71,086-95.0% | $55,725-93.6% |
| Participation rate | 29.7% | 37.9%-8.2pp | 54.7%-25.0pp | 70.9%-41.2pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $431 | $436-1.3% | $1,088-60.4% | $2,078-79.3% |
| Participant deferral / active EE | $699 | $929-24.7% | $1,874-62.7% | $3,356-79.2% |
| Admin fee / account holder | $7 | $118-93.9% | $3,082-99.8% | $115-93.8% |