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.
Participant contribution per participant 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 | $27,743 | $55,453-50.0% | $170,442-83.7% | $62,292-55.5% |
| Participation rate | 47.8% | 66.4%-18.6pp | 83.6%-35.8pp | 69.5%-21.7pp |
| Annual return | 14.75% | 21.38%-6.6pp | 205.93%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $431 | $2,164-80.1% | $5,433-92.1% | $2,042-78.9% |
| Participant deferral / active EE | $692 | $2,303-70.0% | $4,939-86.0% | $3,169-78.2% |
| Admin fee / account holder | $34 | $455-92.5% | $13,880-99.8% | $479-92.9% |