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 | $29,906 | $50,106-40.3% | $70,014-57.3% | $57,658-48.1% |
| Participation rate | 31.5% | 70.9%-39.4pp | 71.8%-40.3pp | 70.2%-38.7pp |
| Annual return | 7.76% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $803 | $1,739-53.8% | $2,338-65.6% | $1,974-59.3% |
| Participant deferral / active EE | $1,511 | $2,486-39.2% | $2,931-48.5% | $3,061-50.6% |
| Admin fee / account holder | $9 | $89-89.9% | $4,380-99.8% | $95-90.4% |