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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 5.95% | 10.91%-5.0pp | 12.88%-6.9pp | 10.41%-4.5pp |
| Employer contribution / active EE | $3,451 | $12,279-71.9% | $40,010-91.4% | $14,691-76.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |