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 | $19,484 | $50,498-61.4% | $75,781-74.3% | $55,191-64.7% |
| Participation rate | 26.8% | 69.4%-42.6pp | 75.8%-49.0pp | 69.2%-42.3pp |
| Annual return | -2.62% | 1.80%-4.4pp | 9.68%-12.3pp | 10.78%-13.4pp |
| Employer contribution / active EE | $945 | $2,291-58.7% | $3,323-71.6% | $1,899-50.2% |
| Participant deferral / active EE | $1,535 | $2,589-40.7% | $3,651-57.9% | $3,046-49.6% |
| Admin fee / account holder | $10 | $123-92.3% | $5,299-99.8% | $91-89.5% |