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 | $51,834 | $25,302+104.9% | $74,701-30.6% | $67,579-23.3% |
| Participation rate | 42.5% | 37.8%+4.7pp | 54.5%-11.9pp | 71.3%-28.7pp |
| Annual return | 22.20% | 10291.17%-10269.0pp | 752.92%-730.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $420 | $446-5.9% | $1,084-61.3% | $2,148-80.5% |
| Participant deferral / active EE | $1,016 | $954+6.5% | $1,964-48.2% | $3,539-71.3% |
| Admin fee / account holder | $26 | $108-76.2% | $3,333-99.2% | $142-82.0% |