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 | $44,091 | $63,346-30.4% | $92,233-52.2% | $70,131-37.1% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-18.0pp |
| Annual return | 28.31% | 530.12%-501.8pp | 176.28%-148.0pp | 73.14%-44.8pp |
| Employer contribution / active EE | $1,819 | $2,471-26.4% | $3,679-50.6% | $2,342-22.4% |
| Participant deferral / active EE | $3,456 | $2,854+21.1% | $3,897-11.3% | $3,332+3.7% |
| Admin fee / account holder | $2 | $3,840-99.9% | $5,194-100.0% | $4,645-99.9% |