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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,690 | $42,548-65.5% | $74,550-80.3% | $56,287-73.9% |
| Participation rate | 50.9% | 60.5%-9.5pp | 69.1%-18.2pp | 69.9%-18.9pp |
| Annual return | -7.15% | 12.40%-19.6pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,740 | $2,277-23.6% | $3,108-44.0% | $3,350-48.1% |
| Admin fee / account holder | $54 | $467-88.5% | $5,060-98.9% | $521-89.6% |