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 | $38,895 | $39,245-0.9% | $64,105-39.3% | $52,331-25.7% |
| Participation rate | 46.9% | 58.2%-11.4pp | 68.2%-21.3pp | 68.1%-21.2pp |
| Annual return | 0.03% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $198 | $736-73.1% | $1,820-89.1% | $1,882-89.5% |
| Participant deferral / active EE | $2,060 | $1,992+3.5% | $2,822-27.0% | $3,022-31.8% |
| Admin fee / account holder | $34 | $592-94.2% | $4,499-99.2% | $592-94.2% |