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 9-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 | $62,244 | $28,109+121.4% | $71,086-12.4% | $56,287+10.6% |
| Participation rate | 26.1% | 40.4%-14.4pp | 54.7%-28.6pp | 69.9%-43.8pp |
| Annual return | -6.00% | -615.05%+609.1pp | 650.59%-656.6pp | -9.96%+4.0pp |
| Employer contribution / active EE | $918 | $558+64.7% | $1,088-15.6% | $2,111-56.5% |
| Participant deferral / active EE | $1,922 | $1,116+72.3% | $1,874+2.6% | $3,350-42.6% |
| Admin fee / account holder | $159 | $585-72.8% | $3,082-94.8% | $521-69.5% |