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 | $47,026 | $46,173+1.8% | $170,442-72.4% | $69,631-32.5% |
| Participation rate | 42.3% | 63.9%-21.6pp | 83.6%-41.3pp | 70.7%-28.4pp |
| Annual return | 19.87% | 21.62%-1.8pp | 205.93%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $376 | $1,610-76.6% | $5,433-93.1% | $2,032-81.5% |
| Participant deferral / active EE | $2,074 | $2,080-0.3% | $4,939-58.0% | $3,224-35.7% |
| Admin fee / account holder | $30 | $116-73.9% | $13,880-99.8% | $110-72.6% |