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 | $31,635 | $33,745-6.3% | $64,105-50.7% | $55,191-42.7% |
| Participation rate | 22.4% | 59.4%-37.0pp | 68.2%-45.8pp | 69.2%-46.8pp |
| Annual return | 2.24% | 4.95%-2.7pp | 791.24%-789.0pp | 10.78%-8.5pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $559 | $1,929-71.0% | $2,822-80.2% | $3,046-81.6% |
| Admin fee / account holder | $6 | $94-93.1% | $4,499-99.9% | $91-92.8% |