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 | $39,830 | $42,548-6.4% | $74,550-46.6% | $56,287-29.2% |
| Participation rate | 48.1% | 60.5%-12.4pp | 69.1%-21.0pp | 69.9%-21.7pp |
| Annual return | -4.24% | 12.40%-16.6pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $144 | $855-83.2% | $1,961-92.7% | $2,111-93.2% |
| Participant deferral / active EE | $1,574 | $2,277-30.9% | $3,108-49.4% | $3,350-53.0% |
| Admin fee / account holder | $25 | $467-94.6% | $5,060-99.5% | $521-95.1% |