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.
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 | $14,231 | $46,360-69.3% | $147,614-90.4% | $52,331-72.8% |
| Participation rate | 46.2% | 64.9%-18.8pp | 84.6%-38.5pp | 68.1%-22.0pp |
| Annual return | 0.43% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $129 | $2,126-93.9% | $5,564-97.7% | $1,882-93.1% |
| Participant deferral / active EE | $1,218 | $2,258-46.0% | $4,895-75.1% | $3,022-59.7% |
| Admin fee / account holder | $73 | $766-90.4% | $11,611-99.4% | $592-87.6% |