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 | $80,944 | $81,474-0.7% | $133,956-39.6% | $73,488+10.1% |
| Participation rate | 69.7% | 76.4%-6.6pp | 79.8%-10.1pp | 70.7%-0.9pp |
| Annual return | 17.50% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,369 | $2,209+7.2% | $3,919-39.5% | $2,270+4.4% |
| Participant deferral / active EE | $2,454 | $3,786-35.2% | $5,048-51.4% | $3,740-34.4% |
| Admin fee / account holder | $97 | $713-86.4% | $8,927-98.9% | $513-81.1% |