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 | $76,638 | $46,745+64.0% | $60,547+26.6% | $52,331+46.4% |
| Participation rate | 32.4% | 58.6%-26.1pp | 68.0%-35.5pp | 68.1%-35.7pp |
| Annual return | 0.29% | 0.61%-0.3pp | 335.64%-335.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $819 | $1,259-34.9% | $2,419-66.1% | $1,882-56.5% |
| Participant deferral / active EE | $2,172 | $2,145+1.3% | $3,328-34.7% | $3,022-28.1% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |