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.
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 | $44,643 | $50,666-11.9% | $76,817-41.9% | $65,185-31.5% |
| Participation rate | 19.5% | 68.8%-49.3pp | 72.1%-52.5pp | 70.2%-50.7pp |
| Annual return | 21.65% | 28.51%-6.9pp | 1166.11%-1144.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $408 | $2,647-84.6% | $3,336-87.8% | $3,514-88.4% |
| Admin fee / account holder | $165 | $463-64.4% | $6,420-97.4% | $847-80.5% |