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.
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 | $25,068 | $57,976-56.8% | $62,995-60.2% | $62,292-59.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 8.40% | 17.54%-9.1pp | 87.57%-79.2pp | 28.90%-20.5pp |
| Employer contribution / active EE | $1,035 | $2,415-57.1% | $2,759-62.5% | $2,042-49.3% |
| Participant deferral / active EE | $1,814 | $2,956-38.6% | $3,329-45.5% | $3,169-42.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |