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 | $32,758 | $47,977-31.7% | $154,107-78.7% | $56,287-41.8% |
| Participation rate | 60.6% | 66.2%-5.6pp | 83.0%-22.5pp | 69.9%-9.3pp |
| Annual return | -5.81% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $735 | $2,169-66.1% | $5,298-86.1% | $2,111-65.2% |
| Participant deferral / active EE | $1,049 | $2,392-56.1% | $5,081-79.3% | $3,350-68.7% |
| Admin fee / account holder | $239 | $438-45.4% | $13,411-98.2% | $521-54.0% |