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 | $41,918 | $136,307-69.2% | $177,821-76.4% | $73,488-43.0% |
| Participation rate | 54.0% | 86.1%-32.1pp | 87.7%-33.7pp | 70.7%-16.6pp |
| Annual return | 16.64% | 18.68%-2.0pp | 48.32%-31.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,125 | $3,712-15.8% | $5,918-47.2% | $2,270+37.7% |
| Participant deferral / active EE | $6,601 | $5,829+13.3% | $7,714-14.4% | $3,740+76.5% |
| Admin fee / account holder | $99 | $596-83.5% | $12,427-99.2% | $513-80.8% |