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 | $25,154 | $52,953-52.5% | $172,739-85.4% | $65,185-61.4% |
| Participation rate | 64.7% | 66.2%-1.5pp | 82.6%-18.0pp | 70.2%-5.5pp |
| Annual return | 25.94% | 30.12%-4.2pp | 802.84%-776.9pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,253 | $2,190-42.8% | $5,143-75.6% | $2,177-42.4% |
| Participant deferral / active EE | $2,240 | $2,471-9.3% | $5,198-56.9% | $3,514-36.2% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |