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 9-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 | $9,023 | $31,388-71.3% | $73,545-87.7% | $62,292-85.5% |
| Participation rate | 9.5% | 39.9%-30.4pp | 54.9%-45.5pp | 69.5%-60.0pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $290 | $498-41.7% | $1,219-76.2% | $2,042-85.8% |
| Participant deferral / active EE | $416 | $1,028-59.5% | $1,806-76.9% | $3,169-86.9% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |