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 | $24,991 | $49,138-49.1% | $84,015-70.3% | $65,185-61.7% |
| Participation rate | 58.2% | 60.7%-2.6pp | 69.0%-10.8pp | 70.2%-12.0pp |
| Annual return | 23.68% | 23.00%+0.7pp | 71.31%-47.6pp | 29.38%-5.7pp |
| Employer contribution / active EE | $352 | $914-61.5% | $1,983-82.2% | $2,177-83.8% |
| Participant deferral / active EE | $2,332 | $2,397-2.7% | $3,239-28.0% | $3,514-33.6% |
| Admin fee / account holder | $13 | $543-97.6% | $6,101-99.8% | $847-98.5% |