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.
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 | $22,625 | $47,922-52.8% | $75,886-70.2% | $65,185-65.3% |
| Participation rate | 51.8% | 63.0%-11.2pp | 69.3%-17.5pp | 70.2%-18.4pp |
| Annual return | 16.16% | 24.12%-8.0pp | 30.76%-14.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,997 | $2,550+17.5% | $3,603-16.8% | $3,514-14.7% |
| Admin fee / account holder | $248 | $532-53.3% | $5,418-95.4% | $847-70.7% |