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 | $74,716 | $80,753-7.5% | $136,294-45.2% | $62,292+19.9% |
| Participation rate | 57.7% | 73.5%-15.9pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 18.84% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,820 | $5,164+32.1% | $6,247+9.2% | $3,169+115.2% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |