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 | $28,467 | $42,548-33.1% | $74,550-61.8% | $56,287-49.4% |
| Participation rate | 58.2% | 60.5%-2.3pp | 69.1%-11.0pp | 69.9%-11.7pp |
| Annual return | -7.16% | 12.40%-19.6pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $794 | $855-7.2% | $1,961-59.5% | $2,111-62.4% |
| Participant deferral / active EE | $2,388 | $2,277+4.9% | $3,108-23.2% | $3,350-28.7% |
| Admin fee / account holder | $235 | $467-49.6% | $5,060-95.3% | $521-54.8% |