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 | $118,174 | $74,552+58.5% | $62,995+87.6% | $69,631+69.7% |
| Participation rate | 61.6% | 78.3%-16.7pp | 74.8%-13.2pp | 70.7%-9.1pp |
| Annual return | 16.75% | 15.77%+1.0pp | 87.57%-70.8pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $4,003 | $2,929+36.7% | $2,759+45.1% | $2,032+97.0% |
| Participant deferral / active EE | $4,188 | $2,974+40.8% | $3,329+25.8% | $3,224+29.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |