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 8-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 | $14,602 | $65,061-77.6% | $143,757-89.8% | $66,914-78.2% |
| Participation rate | 46.9% | 65.2%-18.3pp | 80.3%-33.4pp | 69.8%-22.9pp |
| Annual return | -20.85% | -11.14%-9.7pp | -0.04%-20.8pp | 1.58%-22.4pp |
| Employer contribution / active EE | $538 | $2,361-77.2% | $4,951-89.1% | $2,544-78.8% |
| Participant deferral / active EE | $1,247 | $2,919-57.3% | $5,637-77.9% | $4,237-70.6% |
| Admin fee / account holder | $124 | $502-75.2% | $14,673-99.2% | $593-79.0% |