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 | $19,556 | $39,819-50.9% | $67,834-71.2% | $57,658-66.1% |
| Participation rate | 9.2% | 61.2%-52.0pp | 68.8%-59.6pp | 70.2%-61.0pp |
| Annual return | 11.33% | 9.19%+2.1pp | 138.47%-127.1pp | 5.13%+6.2pp |
| Employer contribution / active EE | $216 | $1,277-83.1% | $2,403-91.0% | $1,974-89.0% |
| Participant deferral / active EE | $300 | $2,209-86.4% | $3,160-90.5% | $3,061-90.2% |
| Admin fee / account holder | $165 | $84+97.8% | $4,622-96.4% | $95+75.0% |