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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,877 | $65,061-54.1% | $143,757-79.2% | $66,914-55.4% |
| Participation rate | 15.9% | 65.2%-49.3pp | 80.3%-64.4pp | 69.8%-53.9pp |
| Annual return | -13.34% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $522 | $2,361-77.9% | $4,951-89.5% | $2,544-79.5% |
| Participant deferral / active EE | $1,102 | $2,919-62.2% | $5,637-80.4% | $4,237-74.0% |
| Admin fee / account holder | $188 | $502-62.5% | $14,673-98.7% | $593-68.3% |