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 | $143,463 | $95,445+50.3% | $60,874+135.7% | $78,044+83.8% |
| Participation rate | 3.5% | 72.5%-69.0pp | 73.1%-69.7pp | 74.4%-71.0pp |
| Annual return | -9.38% | -12.21%+2.8pp | 16.90%-26.3pp | 10.87%-20.3pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $134 | $4,558-97.1% | $3,817-96.5% | $5,084-97.4% |
| Admin fee / account holder | $0 | $46-100.0% | $3,224-100.0% | $79-100.0% |