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 8-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 | $24,720 | $58,726-57.9% | $92,233-73.2% | $62,292-60.3% |
| Participation rate | 67.8% | 68.3%-0.5pp | 76.5%-8.7pp | 69.5%-1.7pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,928 | $2,392-19.4% | $3,679-47.6% | $2,042-5.6% |
| Participant deferral / active EE | $2,885 | $2,766+4.3% | $3,897-26.0% | $3,169-9.0% |
| Admin fee / account holder | $6 | $556-98.9% | $5,194-99.9% | $479-98.7% |