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 | $4,057 | $76,000-94.7% | $154,107-97.4% | $64,186-93.7% |
| Participation rate | 52.3% | 70.4%-18.1pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | 5.28% | 30.32%-25.0pp | 735.12%-729.8pp | 7.63%-2.4pp |
| Employer contribution / active EE | $665 | $3,351-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |