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 | $52,206 | $67,166-22.3% | $57,343-9.0% | $55,191-5.4% |
| Participation rate | 38.4% | 77.7%-39.3pp | 75.1%-36.7pp | 69.2%-30.7pp |
| Annual return | 2.67% | 4.22%-1.6pp | 24.39%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,720 | $2,812-38.8% | $2,689-36.0% | $1,899-9.4% |
| Participant deferral / active EE | $573 | $2,835-79.8% | $3,162-81.9% | $3,046-81.2% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |