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 | $35,201 | $72,012-51.1% | $185,823-81.1% | $79,858-55.9% |
| Participation rate | 32.0% | 65.8%-33.8pp | 78.0%-46.1pp | 69.6%-37.7pp |
| Annual return | 24.29% | 23.12%+1.2pp | 35.95%-11.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,026 | $1,965-47.8% | $4,087-74.9% | $2,471-58.5% |
| Participant deferral / active EE | $1,851 | $3,779-51.0% | $5,632-67.1% | $3,740-50.5% |
| Admin fee / account holder | $66 | $4,513-98.5% | $9,500-99.3% | $5,306-98.8% |