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 | $43,251 | $69,362-37.6% | $101,248-57.3% | $73,488-41.1% |
| Participation rate | 39.1% | 68.4%-29.3pp | 75.8%-36.7pp | 70.7%-31.5pp |
| Annual return | 9.83% | 18.46%-8.6pp | 46.47%-36.6pp | 28.51%-18.7pp |
| Employer contribution / active EE | $918 | $2,628-65.1% | $3,660-74.9% | $2,270-59.6% |
| Participant deferral / active EE | $1,161 | $3,300-64.8% | $4,370-73.4% | $3,740-68.9% |
| Admin fee / account holder | $91 | $704-87.1% | $5,945-98.5% | $513-82.3% |