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.
Participant 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 | $39,542 | $66,310-40.4% | $93,606-57.8% | $65,185-39.3% |
| Participation rate | 48.9% | 74.0%-25.1pp | 75.8%-27.0pp | 70.2%-21.3pp |
| Annual return | 20.64% | 42.58%-21.9pp | 32.76%-12.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,079 | $3,342-67.7% | $4,069-73.5% | $3,514-69.3% |
| Admin fee / account holder | $30 | $6,897-99.6% | $7,888-99.6% | $847-96.4% |