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 | $5,075 | $63,924-92.1% | $108,579-95.3% | $55,167-90.8% |
| Participation rate | 61.4% | 74.3%-13.0pp | 79.6%-18.2pp | 69.0%-7.6pp |
| Annual return | 8.04% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $482 | $1,879-74.3% | $3,758-87.2% | $1,963-75.4% |
| Participant deferral / active EE | $797 | $3,067-74.0% | $4,311-81.5% | $3,054-73.9% |
| Admin fee / account holder | $14 | $618-97.7% | $7,645-99.8% | $504-97.2% |