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 | $34,268 | $55,453-38.2% | $170,442-79.9% | $62,292-45.0% |
| Participation rate | 55.6% | 66.4%-10.8pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 12.40% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $481 | $2,164-77.8% | $5,433-91.1% | $2,042-76.5% |
| Participant deferral / active EE | $493 | $2,303-78.6% | $4,939-90.0% | $3,169-84.4% |
| Admin fee / account holder | $42 | $455-90.7% | $13,880-99.7% | $479-91.2% |