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.
Participant contribution per participant 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 | $31,418 | $51,466-39.0% | $78,778-60.1% | $62,292-49.6% |
| Participation rate | 27.2% | 59.8%-32.6pp | 69.2%-42.0pp | 69.5%-42.3pp |
| Annual return | 18.41% | 19.96%-1.5pp | 35.62%-17.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $723 | $2,147-66.3% | $2,958-75.6% | $3,169-77.2% |
| Admin fee / account holder | $120 | $489-75.6% | $5,134-97.7% | $479-75.1% |