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 | $48,147 | $66,302-27.4% | $110,238-56.3% | $56,287-14.5% |
| Participation rate | 50.7% | 74.9%-24.2pp | 79.8%-29.1pp | 69.9%-19.1pp |
| Annual return | -6.49% | -1.18%-5.3pp | 314.74%-321.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $449 | $2,047-78.1% | $3,826-88.3% | $2,111-78.7% |
| Participant deferral / active EE | $3,571 | $3,381+5.6% | $4,672-23.6% | $3,350+6.6% |
| Admin fee / account holder | $202 | $698-71.1% | $8,547-97.6% | $521-61.2% |