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 | $29,601 | $41,854-29.3% | $73,843-59.9% | $52,331-43.4% |
| Participation rate | 47.4% | 66.2%-18.9pp | 73.4%-26.1pp | 68.1%-20.7pp |
| Annual return | 0.53% | 2.11%-1.6pp | 2267.84%-2267.3pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,433 | $1,920-25.4% | $2,787-48.6% | $1,882-23.9% |
| Participant deferral / active EE | $2,597 | $2,498+3.9% | $3,583-27.5% | $3,022-14.1% |
| Admin fee / account holder | $133 | $493-73.0% | $4,880-97.3% | $592-77.5% |