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 | $47,953 | $61,616-22.2% | $105,722-54.6% | $55,167-13.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 78.9%-28.9pp | 69.0%-19.0pp |
| Annual return | 19.35% | 11.15%+8.2pp | 12.25%+7.1pp | 169.23%-149.9pp |
| Employer contribution / active EE | $1,959 | $3,043-35.6% | $4,079-52.0% | $1,963-0.2% |
| Participant deferral / active EE | $3,873 | $4,213-8.1% | $5,326-27.3% | $3,054+26.8% |
| Admin fee / account holder | $47 | $379-87.6% | $8,308-99.4% | $504-90.7% |