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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,309 | $58,726-55.2% | $92,233-71.5% | $62,292-57.8% |
| Participation rate | 78.0% | 68.3%+9.6pp | 76.5%+1.5pp | 69.5%+8.5pp |
| Annual return | 11.25% | 43.62%-32.4pp | 176.28%-165.0pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,810 | $2,392-24.3% | $3,679-50.8% | $2,042-11.4% |
| Participant deferral / active EE | $2,716 | $2,766-1.8% | $3,897-30.3% | $3,169-14.3% |
| Admin fee / account holder | $61 | $556-89.0% | $5,194-98.8% | $479-87.2% |