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 | $31,091 | $53,412-41.8% | $68,509-54.6% | $52,331-40.6% |
| Participation rate | 52.3% | 71.7%-19.4pp | 74.7%-22.5pp | 68.1%-15.9pp |
| Annual return | -0.12% | 3.42%-3.5pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $213 | $1,607-86.8% | $2,278-90.7% | $1,882-88.7% |
| Participant deferral / active EE | $2,085 | $2,688-22.4% | $3,382-38.3% | $3,022-31.0% |
| Admin fee / account holder | $34 | $461-92.7% | $5,275-99.4% | $592-94.3% |