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 8-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 | $26,928 | $62,928-57.2% | $172,739-84.4% | $67,579-60.2% |
| Participation rate | 69.8% | 64.5%+5.3pp | 82.6%-12.9pp | 71.3%-1.5pp |
| Annual return | 23.17% | 30.36%-7.2pp | 802.84%-779.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,045 | $1,636-36.2% | $5,143-79.7% | $2,148-51.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $11 | $167-93.7% | $13,954-99.9% | $142-92.6% |