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.
Annual investment return 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 | $71,503 | $56,972+25.5% | $182,532-60.8% | $65,185+9.7% |
| Participation rate | 46.8% | 66.5%-19.8pp | 78.0%-31.2pp | 70.2%-23.4pp |
| Annual return | 16.48% | 27.67%-11.2pp | 148.54%-132.1pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,202 | $1,615-25.5% | $4,076-70.5% | $2,177-44.8% |
| Participant deferral / active EE | $2,593 | $3,526-26.5% | $5,524-53.1% | $3,514-26.2% |
| Admin fee / account holder | $300 | $528-43.2% | $8,592-96.5% | $847-64.6% |