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 7-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 | $14,655 | $58,879-75.1% | $178,490-91.8% | $73,488-80.1% |
| Participation rate | 35.5% | 66.2%-30.7pp | 81.9%-46.4pp | 70.7%-35.2pp |
| Annual return | 4.81% | 24.86%-20.1pp | 151.07%-146.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $1,022 | $2,236-54.3% | $5,011-79.6% | $2,270-55.0% |
| Participant deferral / active EE | $1,489 | $2,567-42.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |