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 | $28,919 | $57,108-49.4% | $94,224-69.3% | $52,331-44.7% |
| Participation rate | 17.1% | 72.9%-55.9pp | 78.8%-61.7pp | 68.1%-51.0pp |
| Annual return | -1.17% | 1.47%-2.6pp | 10.68%-11.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $671 | $3,040-77.9% | $4,320-84.5% | $3,022-77.8% |
| Admin fee / account holder | $9 | $546-98.4% | $6,269-99.9% | $592-98.5% |