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 | $17,731 | $46,732-62.1% | $156,549-88.7% | $55,167-67.9% |
| Participation rate | 4.9% | 65.8%-60.9pp | 84.0%-79.1pp | 69.0%-64.1pp |
| Annual return | 6.35% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $201 | $2,204-90.9% | $4,871-95.9% | $3,054-93.4% |
| Admin fee / account holder | $31 | $418-92.6% | $13,027-99.8% | $504-93.8% |