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 9-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 | $16,221 | $52,953-69.4% | $172,739-90.6% | $65,185-75.1% |
| Participation rate | 22.7% | 66.2%-43.5pp | 82.6%-59.9pp | 70.2%-47.5pp |
| Annual return | 24.89% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $448 | $2,190-79.5% | $5,143-91.3% | $2,177-79.4% |
| Participant deferral / active EE | $923 | $2,471-62.6% | $5,198-82.2% | $3,514-73.7% |
| Admin fee / account holder | $179 | $472-62.1% | $13,954-98.7% | $847-78.9% |