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 8-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 | $73,598 | $58,851+25.1% | $115,157-36.1% | $72,985+0.8% |
| Participation rate | 62.9% | 65.5%-2.7pp | 75.9%-13.0pp | 69.5%-6.6pp |
| Annual return | 21.31% | 23.16%-1.8pp | 35.60%-14.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $451 | $1,798-74.9% | $3,179-85.8% | $2,440-81.5% |
| Participant deferral / active EE | $2,450 | $2,643-7.3% | $4,168-41.2% | $3,607-32.1% |
| Admin fee / account holder | $13 | $6,370-99.8% | $7,088-99.8% | $5,124-99.7% |