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 | $26,771 | $53,127-49.6% | $86,590-69.1% | $70,131-61.8% |
| Participation rate | 36.1% | 65.3%-29.2pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 15.82% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $436 | $2,068-78.9% | $2,839-84.6% | $2,342-81.4% |
| Participant deferral / active EE | $1,617 | $2,696-40.0% | $3,609-55.2% | $3,332-51.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |