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 | $39,630 | $65,322-39.3% | $70,449-43.7% | $73,488-46.1% |
| Participation rate | 52.8% | 77.0%-24.1pp | 75.1%-22.2pp | 70.7%-17.8pp |
| Annual return | 5.04% | 15.71%-10.7pp | 109.03%-104.0pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,102 | $2,460-55.2% | $2,737-59.7% | $2,270-51.5% |
| Participant deferral / active EE | $2,595 | $3,375-23.1% | $3,709-30.0% | $3,740-30.6% |
| Admin fee / account holder | $8 | $214-96.4% | $3,845-99.8% | $513-98.5% |