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 | $43,620 | $56,897-23.3% | $84,750-48.5% | $62,891-30.6% |
| Participation rate | 64.9% | 68.5%-3.6pp | 76.6%-11.6pp | 69.3%-4.4pp |
| Annual return | -0.58% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.7pp |
| Employer contribution / active EE | $994 | $2,400-58.6% | $3,574-72.2% | $2,281-56.4% |
| Participant deferral / active EE | $1,422 | $2,709-47.5% | $3,712-61.7% | $3,203-55.6% |
| Admin fee / account holder | $27 | $3,581-99.2% | $5,332-99.5% | $4,296-99.4% |