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 | $29,843 | $60,124-50.4% | $90,404-67.0% | $79,858-62.6% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.9pp |
| Annual return | 17.14% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,024 | $2,068-50.5% | $3,262-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $2,898 | $2,938-1.4% | $3,963-26.9% | $3,740-22.5% |
| Admin fee / account holder | $2 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |