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 | $46,619 | $76,000-38.7% | $154,107-69.7% | $64,186-27.4% |
| Participation rate | 50.6% | 70.4%-19.8pp | 83.0%-32.4pp | 69.6%-19.0pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $408 | $3,351-87.8% | $5,298-92.3% | $2,381-82.9% |
| Participant deferral / active EE | $1,831 | $3,175-42.3% | $5,081-64.0% | $3,470-47.2% |
| Admin fee / account holder | $31 | $5,596-99.4% | $13,411-99.8% | $4,888-99.4% |