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 | $27,303 | $46,100-40.8% | $86,590-68.5% | $69,631-60.8% |
| Participation rate | 18.7% | 67.2%-48.4pp | 73.5%-54.8pp | 70.7%-52.0pp |
| Annual return | 19.23% | 21.02%-1.8pp | 964.84%-945.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $38 | $1,850-97.9% | $2,839-98.6% | $2,032-98.1% |
| Participant deferral / active EE | $591 | $2,432-75.7% | $3,609-83.6% | $3,224-81.7% |
| Admin fee / account holder | $91 | $94-3.3% | $4,906-98.2% | $110-17.9% |