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 | $27,915 | $49,177-43.2% | $79,464-64.9% | $64,186-56.5% |
| Participation rate | 21.1% | 65.0%-44.0pp | 73.3%-52.3pp | 69.6%-48.5pp |
| Annual return | -4.30% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $688 | $2,076-66.8% | $2,800-75.4% | $2,381-71.1% |
| Participant deferral / active EE | $2,357 | $2,821-16.5% | $3,704-36.4% | $3,470-32.1% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |