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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,845 | $44,059-43.6% | $71,671-65.3% | $69,631-64.3% |
| Participation rate | 9.3% | 60.8%-51.5pp | 68.7%-59.5pp | 70.7%-61.4pp |
| Annual return | 19.67% | 21.97%-2.3pp | 20.65%-1.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $235 | $1,305-82.0% | $2,460-90.5% | $2,032-88.4% |
| Participant deferral / active EE | $326 | $2,370-86.2% | $3,438-90.5% | $3,224-89.9% |
| Admin fee / account holder | $192 | $108+78.4% | $5,558-96.5% | $110+74.0% |