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 | $50,002 | $50,898-1.8% | $171,082-70.8% | $55,167-9.4% |
| Participation rate | 40.6% | 63.3%-22.6pp | 76.7%-36.1pp | 69.0%-28.4pp |
| Annual return | 13.66% | 15.34%-1.7pp | 32.56%-18.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $258 | $1,433-82.0% | $4,002-93.6% | $1,963-86.9% |
| Participant deferral / active EE | $1,399 | $2,994-53.3% | $4,797-70.8% | $3,054-54.2% |
| Admin fee / account holder | $55 | $500-89.0% | $8,520-99.4% | $504-89.1% |