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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,955 | $59,186-89.9% | $76,768-92.2% | $56,287-89.4% |
| Participation rate | 67.5% | 75.2%-7.8pp | 77.0%-9.5pp | 69.9%-2.4pp |
| Annual return | 11.19% | 6.62%+4.6pp | 2.43%+8.8pp | -9.96%+21.2pp |
| Employer contribution / active EE | $577 | $1,759-67.2% | $2,485-76.8% | $2,111-72.7% |
| Participant deferral / active EE | $1,882 | $3,255-42.2% | $3,852-51.1% | $3,350-43.8% |
| Admin fee / account holder | $33 | $489-93.3% | $6,675-99.5% | $521-93.7% |