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 | $35,641 | $65,322-45.4% | $70,449-49.4% | $73,488-51.5% |
| Participation rate | 68.0% | 77.0%-8.9pp | 75.1%-7.0pp | 70.7%-2.6pp |
| Annual return | 5.67% | 15.71%-10.0pp | 109.03%-103.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $1,660 | $2,460-32.5% | $2,737-39.3% | $2,270-26.9% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |