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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,263 | $60,124-66.3% | $90,404-77.6% | $79,858-74.6% |
| Participation rate | 18.1% | 65.0%-46.9pp | 72.7%-54.6pp | 69.6%-51.6pp |
| Annual return | 17.05% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $519 | $2,068-74.9% | $3,262-84.1% | $2,471-79.0% |
| Participant deferral / active EE | $1,150 | $2,938-60.9% | $3,963-71.0% | $3,740-69.2% |
| Admin fee / account holder | $148 | $3,976-96.3% | $5,611-97.4% | $5,306-97.2% |