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 | $17,749 | $35,986-50.7% | $77,482-77.1% | $73,488-75.8% |
| Participation rate | 41.5% | 40.8%+0.7pp | 54.2%-12.7pp | 70.7%-29.2pp |
| Annual return | 14.58% | 19.26%-4.7pp | 54.79%-40.2pp | 28.51%-13.9pp |
| Employer contribution / active EE | $493 | $557-11.6% | $986-50.1% | $2,270-78.3% |
| Participant deferral / active EE | $662 | $1,198-44.7% | $1,861-64.4% | $3,740-82.3% |
| Admin fee / account holder | $129 | $466-72.4% | $2,858-95.5% | $513-74.9% |