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 | $65,399 | $50,666+29.1% | $76,817-14.9% | $65,185+0.3% |
| Participation rate | 34.9% | 68.8%-33.9pp | 72.1%-37.1pp | 70.2%-35.3pp |
| Annual return | 27.17% | 28.51%-1.3pp | 1166.11%-1138.9pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,022 | $1,575-35.1% | $2,302-55.6% | $2,177-53.1% |
| Participant deferral / active EE | $2,042 | $2,647-22.8% | $3,336-38.8% | $3,514-41.9% |
| Admin fee / account holder | $66 | $463-85.7% | $6,420-99.0% | $847-92.2% |