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 3-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 | $13,316 | $51,175-74.0% | $70,515-81.1% | $75,163-82.3% |
| Participation rate | 41.0% | 60.9%-20.0pp | 68.3%-27.4pp | 67.2%-26.2pp |
| Annual return | 10.49% | 30.02%-19.5pp | 32.77%-22.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,248 | $1,826-31.7% | $2,973-58.0% | $2,670-53.2% |
| Participant deferral / active EE | $1,175 | $2,849-58.8% | $4,567-74.3% | $4,125-71.5% |
| Admin fee / account holder | $253 | $4,091-93.8% | $6,412-96.1% | $5,651-95.5% |