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 | $28,880 | $54,320-46.8% | $67,652-57.3% | $52,331-44.8% |
| Participation rate | 22.6% | 73.6%-51.0pp | 75.7%-53.0pp | 68.1%-45.5pp |
| Annual return | -1.31% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $502 | $1,544-67.5% | $2,266-77.9% | $1,882-73.3% |
| Participant deferral / active EE | $735 | $2,950-75.1% | $3,560-79.3% | $3,022-75.7% |
| Admin fee / account holder | $23 | $527-95.7% | $4,821-99.5% | $592-96.2% |