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 | $23,360 | $95,542-75.6% | $69,455-66.4% | $67,579-65.4% |
| Participation rate | 64.4% | 79.4%-14.9pp | 74.6%-10.2pp | 71.3%-6.9pp |
| Annual return | 18.15% | 17.67%+0.5pp | 28.97%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,093 | $2,989-63.4% | $2,779-60.7% | $2,148-49.1% |
| Participant deferral / active EE | $1,094 | $3,263-66.5% | $3,535-69.1% | $3,539-69.1% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |