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.
Employer 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 | $14,285 | $65,376-78.1% | $87,100-83.6% | $65,185-78.1% |
| Participation rate | 35.0% | 75.3%-40.4pp | 76.9%-41.9pp | 70.2%-35.2pp |
| Annual return | 35.62% | 31.27%+4.3pp | 28.19%+7.4pp | 29.38%+6.2pp |
| Employer contribution / active EE | $261 | $1,822-85.7% | $2,521-89.7% | $2,177-88.0% |
| Participant deferral / active EE | $1,791 | $3,388-47.1% | $4,049-55.8% | $3,514-49.0% |
| Admin fee / account holder | $69 | $520-86.8% | $7,497-99.1% | $847-91.9% |