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 | $56,088 | $86,332-35.0% | $125,175-55.2% | $65,185-14.0% |
| Participation rate | 63.6% | 75.3%-11.7pp | 79.8%-16.1pp | 70.2%-6.6pp |
| Annual return | 21.81% | 27.43%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $521 | $2,040-74.5% | $3,865-86.5% | $2,177-76.1% |
| Participant deferral / active EE | $3,756 | $3,537+6.2% | $4,937-23.9% | $3,514+6.9% |
| Admin fee / account holder | $4 | $609-99.4% | $9,702-100.0% | $847-99.6% |