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.
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 | $12,853 | $63,346-79.7% | $92,233-86.1% | $70,131-81.7% |
| Participation rate | 56.5% | 68.7%-12.2pp | 76.5%-20.0pp | 69.5%-13.1pp |
| Annual return | 17.00% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $619 | $2,471-75.0% | $3,679-83.2% | $2,342-73.6% |
| Participant deferral / active EE | $1,271 | $2,854-55.4% | $3,897-67.4% | $3,332-61.8% |
| Admin fee / account holder | $92 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |