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 8-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 | $36,040 | $79,694-54.8% | $96,139-62.5% | $79,386-54.6% |
| Participation rate | 9.9% | 54.0%-44.1pp | 68.4%-58.5pp | 70.7%-60.8pp |
| Annual return | 16.90% | 40.84%-23.9pp | 191.94%-175.0pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,168 | $2,539-54.0% | $4,349-73.2% | $4,046-71.1% |
| Admin fee / account holder | $18 | $630-97.2% | $5,537-99.7% | $626-97.2% |