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 | $26,313 | $85,766-69.3% | $136,294-80.7% | $70,131-62.5% |
| Participation rate | 29.9% | 74.2%-44.3pp | 81.9%-52.0pp | 69.5%-39.7pp |
| Annual return | 20.36% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $663 | $2,966-77.7% | $4,695-85.9% | $2,342-71.7% |
| Participant deferral / active EE | $1,715 | $5,051-66.0% | $6,247-72.5% | $3,332-48.5% |
| Admin fee / account holder | $21 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |