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 | $38,115 | $42,548-10.4% | $74,550-48.9% | $56,287-32.3% |
| Participation rate | 23.3% | 60.5%-37.2pp | 69.1%-45.9pp | 69.9%-46.6pp |
| Annual return | -7.81% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $774 | $855-9.5% | $1,961-60.5% | $2,111-63.3% |
| Participant deferral / active EE | $1,136 | $2,277-50.1% | $3,108-63.4% | $3,350-66.1% |
| Admin fee / account holder | $23 | $467-95.1% | $5,060-99.5% | $521-95.6% |