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 | $10,236 | $45,073-77.3% | $69,455-85.3% | $72,985-86.0% |
| Participation rate | 11.4% | 68.5%-57.1pp | 74.6%-63.2pp | 69.5%-58.1pp |
| Annual return | 26.55% | 22.65%+3.9pp | 28.97%-2.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $362 | $2,602-86.1% | $3,535-89.8% | $3,607-90.0% |
| Admin fee / account holder | $1 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |