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 | $48,918 | $65,862-25.7% | $124,672-60.8% | $79,386-38.4% |
| Participation rate | 20.9% | 62.2%-41.4pp | 74.6%-53.7pp | 70.7%-49.8pp |
| Annual return | 15.45% | 19.02%-3.6pp | 5142.93%-5127.5pp | 116.85%-101.4pp |
| Employer contribution / active EE | $710 | $1,883-62.3% | $3,324-78.6% | $2,427-70.8% |
| Participant deferral / active EE | $1,873 | $2,772-32.4% | $4,614-59.4% | $4,046-53.7% |
| Admin fee / account holder | $4 | $673-99.3% | $7,493-99.9% | $626-99.3% |