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 | $51,209 | $63,924-19.9% | $108,579-52.8% | $55,167-7.2% |
| Participation rate | 58.7% | 74.3%-15.6pp | 79.6%-20.9pp | 69.0%-10.3pp |
| Annual return | 7.51% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,064 | $1,879-43.4% | $3,758-71.7% | $1,963-45.8% |
| Participant deferral / active EE | $2,827 | $3,067-7.8% | $4,311-34.4% | $3,054-7.4% |
| Admin fee / account holder | $20 | $618-96.8% | $7,645-99.7% | $504-96.1% |