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 | $6,282 | $31,679-80.2% | $74,701-91.6% | $65,185-90.4% |
| Participation rate | 30.2% | 40.4%-10.1pp | 54.5%-24.3pp | 70.2%-40.0pp |
| Annual return | 273.61% | 39.04%+234.6pp | 752.92%-479.3pp | 29.38%+244.2pp |
| Employer contribution / active EE | $133 | $566-76.6% | $1,084-87.8% | $2,177-93.9% |
| Participant deferral / active EE | $890 | $1,191-25.2% | $1,964-54.7% | $3,514-74.7% |
| Admin fee / account holder | $38 | $379-89.9% | $3,333-98.8% | $847-95.5% |