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 | $44,367 | $42,546+4.3% | $71,796-38.2% | $55,167-19.6% |
| Participation rate | 37.0% | 59.1%-22.1pp | 69.1%-32.1pp | 69.0%-32.0pp |
| Annual return | 8.03% | 12.36%-4.3pp | 78.04%-70.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $645 | $803-19.8% | $1,924-66.5% | $1,963-67.2% |
| Participant deferral / active EE | $1,308 | $2,064-36.6% | $2,794-53.2% | $3,054-57.2% |
| Admin fee / account holder | $61 | $650-90.6% | $4,815-98.7% | $504-87.9% |