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 | $37,705 | $54,762-31.1% | $90,281-58.2% | $72,985-48.3% |
| Participation rate | 13.8% | 65.1%-51.4pp | 73.3%-59.5pp | 69.5%-55.7pp |
| Annual return | 18.40% | 30.63%-12.2pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $836 | $2,887-71.1% | $3,885-78.5% | $3,607-76.8% |
| Admin fee / account holder | $93 | $3,972-97.7% | $5,351-98.3% | $5,124-98.2% |