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 | $12,750 | $25,302-49.6% | $74,701-82.9% | $67,579-81.1% |
| Participation rate | 58.5% | 37.8%+20.7pp | 54.5%+4.1pp | 71.3%-12.7pp |
| Annual return | 19.92% | 10291.17%-10271.3pp | 752.92%-733.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $961 | $446+115.3% | $1,084-11.3% | $2,148-55.2% |
| Participant deferral / active EE | $766 | $954-19.7% | $1,964-61.0% | $3,539-78.3% |
| Admin fee / account holder | $0 | $108-100.0% | $3,333-100.0% | $142-100.0% |