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 | $27,012 | $51,466-47.5% | $78,778-65.7% | $62,292-56.6% |
| Participation rate | 65.8% | 59.8%+6.0pp | 69.2%-3.4pp | 69.5%-3.7pp |
| Annual return | 20.11% | 19.96%+0.2pp | 35.62%-15.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,216 | $827+47.0% | $1,986-38.8% | $2,042-40.5% |
| Participant deferral / active EE | $2,489 | $2,147+15.9% | $2,958-15.9% | $3,169-21.5% |
| Admin fee / account holder | $6 | $489-98.7% | $5,134-99.9% | $479-98.7% |