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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,829 | $38,365+71.6% | $84,611-22.2% | $65,185+1.0% |
| Participation rate | 64.2% | 55.7%+8.5pp | 68.2%-4.1pp | 70.2%-6.0pp |
| Annual return | 8.93% | 32.00%-23.1pp | 258.74%-249.8pp | 29.38%-20.5pp |
| Employer contribution / active EE | $1,243 | $1,258-1.2% | $2,652-53.1% | $2,177-42.9% |
| Participant deferral / active EE | $1,411 | $2,278-38.1% | $3,899-63.8% | $3,514-59.9% |
| Admin fee / account holder | $26 | $451-94.3% | $4,912-99.5% | $847-97.0% |