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 | $25,590 | $77,813-67.1% | $123,544-79.3% | $64,186-60.1% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.3%-24.0pp | 69.6%-11.2pp |
| Annual return | -4.99% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,556 | $3,014-48.4% | $4,628-66.4% | $2,381-34.6% |
| Participant deferral / active EE | $2,863 | $5,240-45.4% | $6,426-55.4% | $3,470-17.5% |
| Admin fee / account holder | $46 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |