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 | $71,174 | $54,237+31.2% | $90,281-21.2% | $67,579+5.3% |
| Participation rate | 38.7% | 68.6%-29.9pp | 73.3%-34.5pp | 71.3%-32.5pp |
| Annual return | 20.38% | 37.27%-16.9pp | 78.10%-57.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $960 | $1,846-48.0% | $2,854-66.4% | $2,148-55.3% |
| Participant deferral / active EE | $1,847 | $2,625-29.6% | $3,885-52.5% | $3,539-47.8% |
| Admin fee / account holder | $79 | $123-36.0% | $5,351-98.5% | $142-44.5% |