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 | $30,655 | $46,732-34.4% | $156,549-80.4% | $55,167-44.4% |
| Participation rate | 41.0% | 65.8%-24.8pp | 84.0%-43.1pp | 69.0%-28.0pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,161 | $2,105-44.8% | $5,501-78.9% | $1,963-40.8% |
| Participant deferral / active EE | $2,012 | $2,204-8.7% | $4,871-58.7% | $3,054-34.1% |
| Admin fee / account holder | $8 | $418-98.1% | $13,027-99.9% | $504-98.4% |