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.
Employer 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 | $20,425 | $37,196-45.1% | $154,107-86.7% | $55,725-63.3% |
| Participation rate | 37.3% | 64.1%-26.8pp | 83.0%-45.7pp | 70.9%-33.5pp |
| Annual return | -4.06% | 1319.68%-1323.7pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $108 | $1,614-93.3% | $5,298-98.0% | $2,078-94.8% |
| Participant deferral / active EE | $1,222 | $2,068-40.9% | $5,081-76.0% | $3,356-63.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |