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 | $31,638 | $58,879-46.3% | $178,490-82.3% | $73,488-56.9% |
| Participation rate | 40.5% | 66.2%-25.8pp | 81.9%-41.5pp | 70.7%-30.2pp |
| Annual return | 12.63% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $386 | $2,236-82.7% | $5,011-92.3% | $2,270-83.0% |
| Participant deferral / active EE | $1,430 | $2,567-44.3% | $5,202-72.5% | $3,740-61.8% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.7% |