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 | $44,737 | $69,362-35.5% | $101,248-55.8% | $73,488-39.1% |
| Participation rate | 50.4% | 68.4%-18.0pp | 75.8%-25.4pp | 70.7%-20.2pp |
| Annual return | 17.52% | 18.46%-0.9pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $726 | $2,628-72.4% | $3,660-80.2% | $2,270-68.0% |
| Participant deferral / active EE | $1,671 | $3,300-49.4% | $4,370-61.8% | $3,740-55.3% |
| Admin fee / account holder | $274 | $704-61.0% | $5,945-95.4% | $513-46.6% |