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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $74,050 | $75,183-1.5% | $123,892-40.2% | $55,167+34.2% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.0%-69.0pp |
| Annual return | 7.78% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,899 | $2,823-32.8% | $4,617-58.9% | $1,963-3.3% |
| Participant deferral / active EE | $4,578 | $5,084-10.0% | $5,984-23.5% | $3,054+49.9% |
| Admin fee / account holder | $173 | $663-73.8% | $8,357-97.9% | $504-65.6% |