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 | $65,144 | $55,449+17.5% | $83,848-22.3% | $56,287+15.7% |
| Participation rate | 59.1% | 68.0%-8.9pp | 76.1%-17.0pp | 69.9%-10.7pp |
| Annual return | -5.41% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $417 | $2,430-82.8% | $3,631-88.5% | $2,111-80.2% |
| Participant deferral / active EE | $2,761 | $2,935-6.0% | $4,082-32.4% | $3,350-17.6% |
| Admin fee / account holder | $14 | $656-97.9% | $5,478-99.7% | $521-97.3% |