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 | $38,490 | $36,694+4.9% | $40,145,923-99.9% | $55,167-30.2% |
| Participation rate | 66.4% | 57.2%+9.2pp | 68.4%-2.0pp | 69.0%-2.6pp |
| Annual return | 0.00% | 10.16%-10.2pp | 5.24%-5.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $952 | $1,135-16.1% | $1,844-48.4% | $1,963-51.5% |
| Participant deferral / active EE | $2,128 | $1,679+26.7% | $2,591-17.8% | $3,054-30.3% |
| Admin fee / account holder | $64 | $175-63.4% | $2,903-97.8% | $504-87.3% |