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.
Annual investment return 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 | $27,051 | $85,202-68.3% | $172,739-84.3% | $72,985-62.9% |
| Participation rate | 45.8% | 70.1%-24.3pp | 82.6%-36.9pp | 69.5%-23.7pp |
| Annual return | 4.07% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-76.9pp |
| Employer contribution / active EE | $982 | $3,324-70.4% | $5,143-80.9% | $2,440-59.7% |
| Participant deferral / active EE | $1,872 | $3,260-42.6% | $5,198-64.0% | $3,607-48.1% |
| Admin fee / account holder | $285 | $5,884-95.2% | $13,954-98.0% | $5,124-94.4% |