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 | $16,922 | $52,953-68.0% | $172,739-90.2% | $65,185-74.0% |
| Participation rate | 66.3% | 66.2%+0.2pp | 82.6%-16.3pp | 70.2%-3.9pp |
| Annual return | 18.47% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $242 | $2,190-88.9% | $5,143-95.3% | $2,177-88.9% |
| Participant deferral / active EE | $842 | $2,471-65.9% | $5,198-83.8% | $3,514-76.0% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |