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 | $20,932 | $26,805-21.9% | $59,496-64.8% | $52,331-60.0% |
| Participation rate | 40.6% | 39.3%+1.3pp | 54.6%-13.9pp | 68.1%-27.5pp |
| Annual return | -1.91% | 2.61%-4.5pp | 182.05%-184.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $248 | $450-44.8% | $1,153-78.5% | $1,882-86.8% |
| Participant deferral / active EE | $669 | $916-27.0% | $1,829-63.4% | $3,022-77.9% |
| Admin fee / account holder | $135 | $305-55.7% | $2,232-93.9% | $592-77.1% |