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 | $21,176 | $50,898-58.4% | $171,082-87.6% | $55,167-61.6% |
| Participation rate | 69.2% | 63.3%+6.0pp | 76.7%-7.5pp | 69.0%+0.2pp |
| Annual return | 6.95% | 15.34%-8.4pp | 32.56%-25.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $379 | $1,433-73.5% | $4,002-90.5% | $1,963-80.7% |
| Participant deferral / active EE | $2,171 | $2,994-27.5% | $4,797-54.7% | $3,054-28.9% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |