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 | $32,577 | $99,957-67.4% | $149,696-78.2% | $73,488-55.7% |
| Participation rate | 45.7% | 75.7%-30.0pp | 82.5%-36.8pp | 70.7%-25.0pp |
| Annual return | 14.49% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,236 | $3,191-61.3% | $4,644-73.4% | $2,270-45.6% |
| Participant deferral / active EE | $2,804 | $6,073-53.8% | $6,842-59.0% | $3,740-25.0% |
| Admin fee / account holder | $60 | $551-89.2% | $9,309-99.4% | $513-88.4% |