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 | $23,978 | $52,953-54.7% | $172,739-86.1% | $65,185-63.2% |
| Participation rate | 44.3% | 66.2%-21.9pp | 82.6%-38.4pp | 70.2%-25.9pp |
| Annual return | 24.96% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,369 | $2,190-37.5% | $5,143-73.4% | $2,177-37.1% |
| Participant deferral / active EE | $1,387 | $2,471-43.9% | $5,198-73.3% | $3,514-60.5% |
| Admin fee / account holder | $62 | $472-86.9% | $13,954-99.6% | $847-92.7% |