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 | $48,649 | $81,474-40.3% | $133,956-63.7% | $73,488-33.8% |
| Participation rate | 63.2% | 76.4%-13.2pp | 79.8%-16.6pp | 70.7%-7.5pp |
| Annual return | 37.72% | 19.40%+18.3pp | 45.09%-7.4pp | 28.51%+9.2pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,675 | $3,786+102.7% | $5,048+52.1% | $3,740+105.2% |
| Admin fee / account holder | $2 | $713-99.7% | $8,927-100.0% | $513-99.5% |