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.
Employer 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 | $59,499 | $52,884+12.5% | $84,750-29.8% | $55,167+7.9% |
| Participation rate | 61.6% | 67.5%-5.9pp | 76.6%-15.0pp | 69.0%-7.4pp |
| Annual return | 8.09% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $428 | $2,233-80.8% | $3,574-88.0% | $1,963-78.2% |
| Participant deferral / active EE | $2,733 | $2,644+3.4% | $3,712-26.4% | $3,054-10.5% |
| Admin fee / account holder | $20 | $581-96.5% | $5,332-99.6% | $504-96.0% |