Filed December 1, 2021
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.
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 | $15,314 | $45,152-66.1% | $73,843-79.3% | $59,632-74.3% |
| Participation rate | 65.3% | 64.0%+1.3pp | 73.4%-8.1pp | 68.7%-3.4pp |
| Annual return | -2.66% | 27.40%-30.1pp | 2267.84%-2270.5pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,110 | $1,902+10.9% | $2,787-24.3% | $2,203-4.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |