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 | $25,267 | $37,134-32.0% | $100,671-74.9% | $52,331-51.7% |
| Participation rate | 40.0% | 57.7%-17.7pp | 70.7%-30.7pp | 68.1%-28.1pp |
| Annual return | -1.10% | 0.10%-1.2pp | 20.43%-21.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $389 | $1,187-67.3% | $4,012-90.3% | $1,882-79.4% |
| Participant deferral / active EE | $1,167 | $2,163-46.1% | $3,144-62.9% | $3,022-61.4% |
| Admin fee / account holder | $93 | $467-80.0% | $4,850-98.1% | $592-84.2% |