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 | $44,395 | $46,297-4.1% | $71,671-38.1% | $62,292-28.7% |
| Participation rate | 27.0% | 60.6%-33.7pp | 68.7%-41.8pp | 69.5%-42.6pp |
| Annual return | 15.55% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $767 | $2,235-65.7% | $3,438-77.7% | $3,169-75.8% |
| Admin fee / account holder | $96 | $461-79.1% | $5,558-98.3% | $479-79.9% |