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 | $31,892 | $46,360-31.2% | $147,614-78.4% | $52,331-39.1% |
| Participation rate | 36.0% | 64.9%-28.9pp | 84.6%-48.6pp | 68.1%-32.1pp |
| Annual return | 5.51% | 1.62%+3.9pp | 61.98%-56.5pp | 4.54%+1.0pp |
| Employer contribution / active EE | $547 | $2,126-74.3% | $5,564-90.2% | $1,882-70.9% |
| Participant deferral / active EE | $1,532 | $2,258-32.2% | $4,895-68.7% | $3,022-49.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |