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 | $50,236 | $72,277-30.5% | $101,248-50.4% | $79,858-37.1% |
| Participation rate | 54.2% | 68.5%-14.2pp | 75.8%-21.6pp | 69.6%-15.4pp |
| Annual return | -3.83% | 22.30%-26.1pp | 46.47%-50.3pp | 31.71%-35.5pp |
| Employer contribution / active EE | $1,349 | $2,692-49.9% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $1,984 | $3,282-39.5% | $4,370-54.6% | $3,740-47.0% |
| Admin fee / account holder | $18 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |