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.
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 | $45,067 | $51,620-12.7% | $90,281-50.1% | $65,185-30.9% |
| Participation rate | 25.6% | 68.6%-43.0pp | 73.3%-47.7pp | 70.2%-44.6pp |
| Annual return | 7.51% | 24.94%-17.4pp | 78.10%-70.6pp | 29.38%-21.9pp |
| Employer contribution / active EE | $690 | $2,235-69.1% | $2,854-75.8% | $2,177-68.3% |
| Participant deferral / active EE | $1,415 | $2,871-50.7% | $3,885-63.6% | $3,514-59.7% |
| Admin fee / account holder | $20 | $384-94.7% | $5,351-99.6% | $847-97.6% |