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 | $38,829 | $46,072-15.7% | $70,014-44.5% | $55,167-29.6% |
| Participation rate | 35.3% | 67.5%-32.1pp | 71.8%-36.5pp | 69.0%-33.7pp |
| Annual return | 7.98% | 8.68%-0.7pp | 12.99%-5.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $921 | $1,500-38.6% | $2,338-60.6% | $1,963-53.1% |
| Participant deferral / active EE | $2,412 | $2,344+2.9% | $2,931-17.7% | $3,054-21.0% |
| Admin fee / account holder | $15 | $428-96.5% | $4,380-99.7% | $504-97.0% |