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 | $59,470 | $70,667-15.8% | $123,104-51.7% | $52,331+13.6% |
| Participation rate | 69.8% | 83.7%-13.9pp | 86.8%-17.0pp | 68.1%+1.7pp |
| Annual return | 0.68% | 6.23%-5.6pp | 13.22%-12.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,757 | $2,946-6.4% | $5,151-46.5% | $1,882+46.5% |
| Participant deferral / active EE | $4,192 | $4,493-6.7% | $6,230-32.7% | $3,022+38.7% |
| Admin fee / account holder | $15 | $506-97.1% | $9,015-99.8% | $592-97.5% |