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 | $51,600 | $54,573-5.4% | $90,951-43.3% | $73,488-29.8% |
| Participation rate | 45.8% | 61.2%-15.4pp | 69.0%-23.2pp | 70.7%-24.9pp |
| Annual return | 15.50% | 16.69%-1.2pp | 134.60%-119.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $129 | $991-87.0% | $2,122-93.9% | $2,270-94.3% |
| Participant deferral / active EE | $1,965 | $2,517-21.9% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $77 | $521-85.2% | $5,959-98.7% | $513-85.0% |