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 | $48,652 | $61,473-20.9% | $81,930-40.6% | $73,409-33.7% |
| Participation rate | 5.1% | 72.4%-67.3pp | 72.0%-66.9pp | 72.2%-67.1pp |
| Annual return | 21.02% | 28.26%-7.2pp | 29.49%-8.5pp | 59.29%-38.3pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $320 | $3,080-89.6% | $7,107-95.5% | $3,805-91.6% |
| Admin fee / account holder | $217 | $125+73.3% | $5,158-95.8% | $158+37.7% |