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.
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 | $17,432 | $66,124-73.6% | $90,404-80.7% | $73,488-76.3% |
| Participation rate | 24.0% | 69.7%-45.7pp | 72.7%-48.7pp | 70.7%-46.7pp |
| Annual return | 9.84% | 17.65%-7.8pp | 1293.02%-1283.2pp | 28.51%-18.7pp |
| Employer contribution / active EE | $470 | $2,346-80.0% | $3,262-85.6% | $2,270-79.3% |
| Participant deferral / active EE | $1,075 | $3,039-64.6% | $3,963-72.9% | $3,740-71.3% |
| Admin fee / account holder | $119 | $396-69.9% | $5,611-97.9% | $513-76.8% |