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 | $71,268 | $58,726+21.4% | $92,233-22.7% | $62,292+14.4% |
| Participation rate | 59.7% | 68.3%-8.7pp | 76.5%-16.8pp | 69.5%-9.8pp |
| Annual return | 13.32% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $435 | $2,392-81.8% | $3,679-88.2% | $2,042-78.7% |
| Participant deferral / active EE | $2,984 | $2,766+7.9% | $3,897-23.4% | $3,169-5.9% |
| Admin fee / account holder | $25 | $556-95.4% | $5,194-99.5% | $479-94.7% |