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 | $54,976 | $33,067+66.3% | $76,523-28.2% | $56,287-2.3% |
| Participation rate | 68.5% | 55.4%+13.1pp | 68.0%+0.5pp | 69.9%-1.3pp |
| Annual return | 0.33% | 2.72%-2.4pp | -0.27%+0.6pp | -9.96%+10.3pp |
| Employer contribution / active EE | $1,205 | $1,200+0.4% | $2,647-54.5% | $2,111-42.9% |
| Participant deferral / active EE | $1,574 | $2,240-29.8% | $3,835-59.0% | $3,350-53.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |