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.
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 | $23,070 | $54,380-57.6% | $68,509-66.3% | $59,632-61.3% |
| Participation rate | 98.6% | 70.2%+28.4pp | 74.7%+23.8pp | 68.7%+29.9pp |
| Annual return | 0.54% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,707 | $2,643-35.4% | $3,382-49.5% | $3,192-46.5% |
| Admin fee / account holder | $230 | $3,885-94.1% | $5,275-95.6% | $4,297-94.6% |