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 | $31,898 | $35,485-10.1% | $74,550-57.2% | $55,725-42.8% |
| Participation rate | 22.8% | 62.5%-39.7pp | 69.1%-46.3pp | 70.9%-48.0pp |
| Annual return | -5.49% | 0.72%-6.2pp | 32.53%-38.0pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $696 | $2,181-68.1% | $3,108-77.6% | $3,356-79.3% |
| Admin fee / account holder | $3 | $114-97.2% | $5,060-99.9% | $115-97.2% |