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 | $30,206 | $48,277-37.4% | $63,517-52.4% | $55,191-45.3% |
| Participation rate | 30.5% | 69.4%-38.9pp | 71.0%-40.6pp | 69.2%-38.7pp |
| Annual return | 1.54% | 2.37%-0.8pp | -70.30%+71.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $830 | $1,592-47.9% | $2,322-64.3% | $1,899-56.3% |
| Participant deferral / active EE | $1,461 | $2,432-39.9% | $2,953-50.5% | $3,046-52.1% |
| Admin fee / account holder | $10 | $86-87.9% | $5,892-99.8% | $91-88.6% |