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 | $60,963 | $66,310-8.1% | $93,606-34.9% | $65,185-6.5% |
| Participation rate | 67.9% | 74.0%-6.1pp | 75.8%-7.9pp | 70.2%-2.3pp |
| Annual return | 24.25% | 42.58%-18.3pp | 32.76%-8.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,124 | $2,012-44.1% | $2,718-58.7% | $2,177-48.4% |
| Participant deferral / active EE | $1,876 | $3,342-43.9% | $4,069-53.9% | $3,514-46.6% |
| Admin fee / account holder | $29 | $6,897-99.6% | $7,888-99.6% | $847-96.6% |