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 7-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 | $7,299 | $52,953-86.2% | $172,739-95.8% | $65,185-88.8% |
| Participation rate | 26.0% | 66.2%-40.2pp | 82.6%-56.6pp | 70.2%-44.2pp |
| Annual return | 243.71% | 30.12%+213.6pp | 802.84%-559.1pp | 29.38%+214.3pp |
| Employer contribution / active EE | $428 | $2,190-80.4% | $5,143-91.7% | $2,177-80.3% |
| Participant deferral / active EE | $712 | $2,471-71.2% | $5,198-86.3% | $3,514-79.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |