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.
Annual investment return 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 | $21,300 | $56,972-62.6% | $182,532-88.3% | $65,185-67.3% |
| Participation rate | 30.4% | 66.5%-36.1pp | 78.0%-47.6pp | 70.2%-39.8pp |
| Annual return | 19.12% | 27.67%-8.6pp | 148.54%-129.4pp | 29.38%-10.3pp |
| Employer contribution / active EE | $823 | $1,615-49.0% | $4,076-79.8% | $2,177-62.2% |
| Participant deferral / active EE | $1,394 | $3,526-60.5% | $5,524-74.8% | $3,514-60.3% |
| Admin fee / account holder | $168 | $528-68.1% | $8,592-98.0% | $847-80.1% |