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 | $47,316 | $69,305-31.7% | $82,313-42.5% | $69,631-32.0% |
| Participation rate | 34.7% | 80.3%-45.5pp | 76.9%-42.1pp | 70.7%-35.9pp |
| Annual return | 16.39% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,280 | $3,568-64.1% | $3,706-65.5% | $3,224-60.3% |
| Admin fee / account holder | $32 | $97-67.3% | $5,608-99.4% | $110-71.2% |