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 | $15,146 | $52,953-71.4% | $172,739-91.2% | $65,185-76.8% |
| Participation rate | 58.1% | 66.2%-8.1pp | 82.6%-24.6pp | 70.2%-12.1pp |
| Annual return | 19.79% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $719 | $2,190-67.2% | $5,143-86.0% | $2,177-67.0% |
| Participant deferral / active EE | $1,411 | $2,471-42.9% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $42 | $472-91.0% | $13,954-99.7% | $847-95.0% |