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 | $25,261 | $85,766-70.5% | $136,294-81.5% | $70,131-64.0% |
| Participation rate | 43.6% | 74.2%-30.5pp | 81.9%-38.3pp | 69.5%-25.9pp |
| Annual return | 16.23% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,526 | $5,051-50.0% | $6,247-59.6% | $3,332-24.2% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |