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.
Annual investment return 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 | $38,921 | $63,114-38.3% | $92,893-58.1% | $65,185-40.3% |
| Participation rate | 38.8% | 68.8%-30.0pp | 76.0%-37.2pp | 70.2%-31.4pp |
| Annual return | 13.47% | 28.75%-15.3pp | 109.41%-95.9pp | 29.38%-15.9pp |
| Employer contribution / active EE | $945 | $2,571-63.2% | $3,653-74.1% | $2,177-56.6% |
| Participant deferral / active EE | $1,003 | $3,108-67.7% | $4,236-76.3% | $3,514-71.5% |
| Admin fee / account holder | $83 | $624-86.7% | $5,794-98.6% | $847-90.2% |