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 | $31,360 | $85,135-63.2% | $98,907-68.3% | $73,409-57.3% |
| Participation rate | 31.5% | 81.1%-49.7pp | 76.0%-44.5pp | 72.2%-40.7pp |
| Annual return | 16.41% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $751 | $2,721-72.4% | $2,689-72.1% | $2,234-66.4% |
| Participant deferral / active EE | $1,270 | $4,349-70.8% | $4,244-70.1% | $3,805-66.6% |
| Admin fee / account holder | $98 | $139-29.6% | $6,642-98.5% | $158-37.9% |