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 9-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 | $18,628 | $37,196-49.9% | $154,107-87.9% | $55,725-66.6% |
| Participation rate | 46.2% | 64.1%-17.9pp | 83.0%-36.9pp | 70.9%-24.7pp |
| Annual return | -6.88% | 1319.68%-1326.6pp | 735.12%-742.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $651 | $1,614-59.7% | $5,298-87.7% | $2,078-68.7% |
| Participant deferral / active EE | $1,124 | $2,068-45.6% | $5,081-77.9% | $3,356-66.5% |
| Admin fee / account holder | $168 | $102+64.9% | $13,411-98.8% | $115+45.4% |