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.
Annual investment return 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 | $30,636 | $78,705-61.1% | $117,854-74.0% | $70,131-56.3% |
| Participation rate | 69.5% | 73.2%-3.7pp | 79.7%-10.2pp | 69.5%-0.1pp |
| Annual return | 12.11% | 23.30%-11.2pp | 335.08%-323.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,131 | $2,223-49.1% | $3,786-70.1% | $2,342-51.7% |
| Participant deferral / active EE | $1,791 | $3,297-45.7% | $4,482-60.0% | $3,332-46.3% |
| Admin fee / account holder | $5 | $5,065-99.9% | $8,020-99.9% | $4,645-99.9% |