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.
Employer 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 | $51,867 | $55,636-6.8% | $81,983-36.7% | $73,488-29.4% |
| Participation rate | 68.1% | 62.3%+5.8pp | 69.2%-1.1pp | 70.7%-2.5pp |
| Annual return | 13.89% | 19.07%-5.2pp | 41.31%-27.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,768 | $2,762+36.4% | $3,722+1.2% | $3,740+0.8% |
| Admin fee / account holder | $21 | $493-95.7% | $5,664-99.6% | $513-95.9% |