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 | $12,061 | $32,425-62.8% | $74,583-83.8% | $55,167-78.1% |
| Participation rate | 52.1% | 54.0%-1.9pp | 68.1%-16.0pp | 69.0%-16.9pp |
| Annual return | 7.40% | 10.63%-3.2pp | 20.47%-13.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $576 | $1,043-44.8% | $2,525-77.2% | $1,963-70.7% |
| Participant deferral / active EE | $921 | $1,995-53.8% | $3,458-73.4% | $3,054-69.9% |
| Admin fee / account holder | $63 | $748-91.6% | $4,138-98.5% | $504-87.5% |