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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,581 | $45,035-67.6% | $62,995-76.9% | $70,131-79.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.75% | 18.76%-9.0pp | 87.57%-77.8pp | 73.14%-63.4pp |
| Employer contribution / active EE | $2,001 | $2,051-2.5% | $2,759-27.5% | $2,342-14.6% |
| Participant deferral / active EE | $1,594 | $2,465-35.3% | $3,329-52.1% | $3,332-52.2% |
| Admin fee / account holder | $27 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |