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 | $24,021 | $31,388-23.5% | $73,545-67.3% | $62,292-61.4% |
| Participation rate | 51.3% | 39.9%+11.4pp | 54.9%-3.6pp | 69.5%-18.2pp |
| Annual return | 17.86% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $289 | $498-42.0% | $1,219-76.3% | $2,042-85.9% |
| Participant deferral / active EE | $743 | $1,028-27.7% | $1,806-58.8% | $3,169-76.5% |
| Admin fee / account holder | $136 | $299-54.7% | $2,320-94.1% | $479-71.7% |