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 | $23,715 | $60,545-60.8% | $92,233-74.3% | $69,631-65.9% |
| Participation rate | 57.7% | 72.2%-14.5pp | 76.5%-18.8pp | 70.7%-13.0pp |
| Annual return | 14.82% | 19.71%-4.9pp | 176.28%-161.5pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $401 | $2,633-84.8% | $3,679-89.1% | $2,032-80.3% |
| Participant deferral / active EE | $1,442 | $2,828-49.0% | $3,897-63.0% | $3,224-55.3% |
| Admin fee / account holder | $51 | $145-65.0% | $5,194-99.0% | $110-54.1% |