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 | $13,826 | $73,867-81.3% | $143,757-90.4% | $68,494-79.8% |
| Participation rate | 61.6% | 66.7%-5.0pp | 80.3%-18.7pp | 67.9%-6.3pp |
| Annual return | -16.24% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $437 | $3,184-86.3% | $4,951-91.2% | $2,596-83.2% |
| Participant deferral / active EE | $620 | $3,384-81.7% | $5,637-89.0% | $4,027-84.6% |
| Admin fee / account holder | $9 | $5,755-99.9% | $14,673-99.9% | $5,403-99.8% |