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 | $54,144 | $55,002-1.6% | $59,878-9.6% | $56,287-3.8% |
| Participation rate | 62.8% | 75.9%-13.1pp | 74.7%-11.9pp | 69.9%-7.1pp |
| Annual return | -5.35% | 1.13%-6.5pp | 3.46%-8.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $739 | $2,448-69.8% | $2,722-72.9% | $2,111-65.0% |
| Participant deferral / active EE | $3,020 | $3,121-3.2% | $3,402-11.2% | $3,350-9.8% |
| Admin fee / account holder | $3 | $236-98.8% | $3,590-99.9% | $521-99.4% |