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 | $31,706 | $31,388+1.0% | $73,545-56.9% | $62,292-49.1% |
| Participation rate | 29.0% | 39.9%-10.9pp | 54.9%-26.0pp | 69.5%-40.5pp |
| Annual return | 18.11% | 25.34%-7.2pp | -15.16%+33.3pp | 28.90%-10.8pp |
| Employer contribution / active EE | $307 | $498-38.3% | $1,219-74.8% | $2,042-85.0% |
| Participant deferral / active EE | $755 | $1,028-26.6% | $1,806-58.2% | $3,169-76.2% |
| Admin fee / account holder | $63 | $299-79.0% | $2,320-97.3% | $479-86.9% |