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 | $33,077 | $55,449-40.3% | $83,848-60.6% | $56,287-41.2% |
| Participation rate | 46.6% | 68.0%-21.4pp | 76.1%-29.6pp | 69.9%-23.3pp |
| Annual return | -3.57% | -1.38%-2.2pp | 850.88%-854.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,199 | $2,430-50.7% | $3,631-67.0% | $2,111-43.2% |
| Participant deferral / active EE | $1,242 | $2,935-57.7% | $4,082-69.6% | $3,350-62.9% |
| Admin fee / account holder | $68 | $656-89.6% | $5,478-98.8% | $521-86.9% |