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 8-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 | $9,969 | $52,293-80.9% | $178,490-94.4% | $73,409-86.4% |
| Participation rate | 45.5% | 65.3%-19.9pp | 81.9%-36.5pp | 72.2%-26.7pp |
| Annual return | 25.14% | 34.75%-9.6pp | 151.07%-125.9pp | 59.29%-34.2pp |
| Employer contribution / active EE | $332 | $1,735-80.9% | $5,011-93.4% | $2,234-85.1% |
| Participant deferral / active EE | $863 | $2,332-63.0% | $5,202-83.4% | $3,805-77.3% |
| Admin fee / account holder | $32 | $127-74.9% | $13,984-99.8% | $158-79.7% |