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 | $76,932 | $52,670+46.1% | $90,404-14.9% | $73,409+4.8% |
| Participation rate | 43.2% | 67.7%-24.5pp | 72.7%-29.5pp | 72.2%-29.0pp |
| Annual return | 13.99% | 20.70%-6.7pp | 1293.02%-1279.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,241 | $1,872-33.7% | $3,262-62.0% | $2,234-44.5% |
| Participant deferral / active EE | $2,406 | $2,807-14.3% | $3,963-39.3% | $3,805-36.8% |
| Admin fee / account holder | $72 | $117-38.5% | $5,611-98.7% | $158-54.5% |