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 7-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 | $80,125 | $54,590+46.8% | $81,930-2.2% | $73,488+9.0% |
| Participation rate | 21.5% | 68.3%-46.8pp | 72.0%-50.5pp | 70.7%-49.2pp |
| Annual return | 17.59% | 17.74%-0.1pp | 29.49%-11.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $768 | $1,636-53.0% | $4,310-82.2% | $2,270-66.2% |
| Participant deferral / active EE | $1,599 | $2,759-42.0% | $7,107-77.5% | $3,740-57.2% |
| Admin fee / account holder | $3 | $592-99.4% | $5,158-99.9% | $513-99.3% |