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 | $14,305 | $48,046-70.2% | $84,611-83.1% | $72,985-80.4% |
| Participation rate | 35.5% | 57.6%-22.1pp | 68.2%-32.7pp | 69.5%-34.0pp |
| Annual return | 26.33% | 37.38%-11.1pp | 258.74%-232.4pp | 81.00%-54.7pp |
| Employer contribution / active EE | $450 | $1,602-71.9% | $2,652-83.1% | $2,440-81.6% |
| Participant deferral / active EE | $2,978 | $2,680+11.1% | $3,899-23.6% | $3,607-17.4% |
| Admin fee / account holder | $44 | $3,395-98.7% | $4,912-99.1% | $5,124-99.2% |