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 9-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 | $21,052 | $29,369-28.3% | $77,482-72.8% | $73,409-71.3% |
| Participation rate | 42.0% | 37.9%+4.1pp | 54.2%-12.1pp | 72.2%-30.1pp |
| Annual return | 10.32% | 358.15%-347.8pp | 54.79%-44.5pp | 59.29%-49.0pp |
| Employer contribution / active EE | $416 | $406+2.5% | $986-57.8% | $2,234-81.4% |
| Participant deferral / active EE | $794 | $941-15.6% | $1,861-57.3% | $3,805-79.1% |
| Admin fee / account holder | $49 | $123-59.7% | $2,858-98.3% | $158-68.7% |