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 | $72,830 | $80,753-9.8% | $136,294-46.6% | $62,292+16.9% |
| Participation rate | 62.3% | 73.5%-11.2pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 16.40% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,087 | $2,884-62.3% | $4,695-76.8% | $2,042-46.8% |
| Participant deferral / active EE | $1,813 | $5,164-64.9% | $6,247-71.0% | $3,169-42.8% |
| Admin fee / account holder | $16 | $525-96.9% | $9,243-99.8% | $479-96.6% |