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.
Employer 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 | $4,342 | $31,424-86.2% | $81,478-94.7% | $69,631-93.8% |
| Participation rate | 12.6% | 50.8%-38.2pp | 68.0%-55.3pp | 70.7%-58.0pp |
| Annual return | 0.00% | 22.44%-22.4pp | 38.78%-38.8pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $127 | $1,029-87.7% | $2,568-95.1% | $2,032-93.8% |
| Participant deferral / active EE | $458 | $1,838-75.1% | $3,537-87.0% | $3,224-85.8% |
| Admin fee / account holder | $5 | $103-94.8% | $4,561-99.9% | $110-95.1% |