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 | $82,093 | $93,182-11.9% | $146,665-44.0% | $79,386+3.4% |
| Participation rate | 64.1% | 76.4%-12.4pp | 80.1%-16.0pp | 70.7%-6.6pp |
| Annual return | 13.54% | 21.61%-8.1pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,895 | $4,169-54.5% | $5,506-65.6% | $4,046-53.1% |
| Admin fee / account holder | $122 | $585-79.2% | $10,280-98.8% | $626-80.5% |