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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,742 | $65,061-49.7% | $143,757-77.2% | $66,914-51.1% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -10.49% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,006 | $2,361-15.0% | $4,951-59.5% | $2,544-21.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $502-98.5% | $14,673-99.9% | $593-98.8% |