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 | $44,294 | $63,114-29.8% | $92,893-52.3% | $65,185-32.0% |
| Participation rate | 54.2% | 68.8%-14.5pp | 76.0%-21.8pp | 70.2%-16.0pp |
| Annual return | 24.42% | 28.75%-4.3pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,830 | $2,571-28.8% | $3,653-49.9% | $2,177-15.9% |
| Participant deferral / active EE | $3,458 | $3,108+11.2% | $4,236-18.4% | $3,514-1.6% |
| Admin fee / account holder | $4 | $624-99.3% | $5,794-99.9% | $847-99.5% |