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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,295 | $110,094-25.3% | $151,611-45.7% | $68,494+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -1.26% | -10.12%+8.9pp | 3.33%-4.6pp | -7.84%+6.6pp |
| Employer contribution / active EE | $2,881 | $4,471-35.6% | $6,166-53.3% | $2,596+11.0% |
| Participant deferral / active EE | $255 | $6,527-96.1% | $8,363-96.9% | $4,027-93.7% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |