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 | $20,309 | $56,640-64.1% | $80,975-74.9% | $57,658-64.8% |
| Participation rate | 16.4% | 75.9%-59.5pp | 75.8%-59.4pp | 70.2%-53.9pp |
| Annual return | 8.03% | 19.97%-11.9pp | 17.10%-9.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $177 | $4,944-96.4% | $5,696-96.9% | $3,061-94.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |