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.
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 | $105,874 | $68,408+54.8% | $57,179+85.2% | $57,658+83.6% |
| Participation rate | 56.3% | 79.1%-22.8pp | 75.3%-19.0pp | 70.2%-13.9pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,515 | $2,869+22.5% | $2,682+31.1% | $1,974+78.1% |
| Participant deferral / active EE | $3,609 | $2,903+24.3% | $3,096+16.6% | $3,061+17.9% |
| Admin fee / account holder | $0 | $70-99.6% | $3,139-100.0% | $95-99.7% |