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.
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 | $44,011 | $60,165-26.9% | $74,183-40.7% | $55,167-20.2% |
| Participation rate | 28.0% | 74.2%-46.1pp | 76.6%-48.6pp | 69.0%-41.0pp |
| Annual return | 5.25% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $745 | $1,600-53.4% | $2,370-68.6% | $1,963-62.0% |
| Participant deferral / active EE | $1,540 | $2,973-48.2% | $3,550-56.6% | $3,054-49.6% |
| Admin fee / account holder | $12 | $419-97.2% | $5,586-99.8% | $504-97.7% |