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 | $11,620 | $55,449-79.0% | $83,848-86.1% | $56,287-79.4% |
| Participation rate | 66.4% | 68.0%-1.6pp | 76.1%-9.8pp | 69.9%-3.5pp |
| Annual return | -5.51% | -1.38%-4.1pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,433 | $2,935-51.2% | $4,082-64.9% | $3,350-57.2% |
| Admin fee / account holder | $109 | $656-83.4% | $5,478-98.0% | $521-79.0% |