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 | $45,891 | $49,138-6.6% | $84,015-45.4% | $65,185-29.6% |
| Participation rate | 45.0% | 60.7%-15.8pp | 69.0%-24.1pp | 70.2%-25.2pp |
| Annual return | 19.05% | 23.00%-4.0pp | 71.31%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $109 | $914-88.1% | $1,983-94.5% | $2,177-95.0% |
| Participant deferral / active EE | $1,422 | $2,397-40.7% | $3,239-56.1% | $3,514-59.5% |
| Admin fee / account holder | $20 | $543-96.2% | $6,101-99.7% | $847-97.6% |