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.
Participant 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 | $2,068 | $48,313-95.7% | $73,307-97.2% | $52,331-96.0% |
| Participation rate | 45.7% | 68.6%-22.9pp | 74.9%-29.3pp | 68.1%-22.5pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $290 | $1,661-82.6% | $3,237-91.0% | $1,882-84.6% |
| Participant deferral / active EE | $722 | $4,189-82.8% | $4,991-85.5% | $3,022-76.1% |
| Admin fee / account holder | $1 | $404-99.9% | $5,637-100.0% | $592-99.9% |