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 | $34,337 | $43,133-20.4% | $89,391-61.6% | $73,488-53.3% |
| Participation rate | 69.7% | 55.0%+14.8pp | 68.0%+1.8pp | 70.7%-0.9pp |
| Annual return | 18.66% | 135.66%-117.0pp | 245.62%-227.0pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,309 | $1,438-8.9% | $2,586-49.4% | $2,270-42.3% |
| Participant deferral / active EE | $2,940 | $2,445+20.3% | $3,890-24.4% | $3,740-21.4% |
| Admin fee / account holder | $209 | $444-53.0% | $4,881-95.7% | $513-59.3% |