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 | $21,965 | $44,764-50.9% | $68,791-68.1% | $64,808-66.1% |
| Participation rate | 39.0% | 64.8%-25.8pp | 69.0%-30.0pp | 71.5%-32.5pp |
| Annual return | -15.58% | -10.91%-4.7pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $651 | $1,775-63.3% | $2,655-75.5% | $2,506-74.0% |
| Participant deferral / active EE | $1,287 | $3,238-60.2% | $3,941-67.3% | $4,310-70.1% |
| Admin fee / account holder | $23 | $151-85.0% | $4,932-99.5% | $188-87.9% |