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 | $32,799 | $63,299-48.2% | $91,001-64.0% | $62,292-47.3% |
| Participation rate | 51.3% | 73.3%-22.0pp | 75.6%-24.3pp | 69.5%-18.2pp |
| Annual return | 19.73% | 20.99%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $966 | $1,807-46.5% | $2,456-60.7% | $2,042-52.7% |
| Participant deferral / active EE | $2,327 | $2,943-20.9% | $3,547-34.4% | $3,169-26.6% |
| Admin fee / account holder | $23 | $468-95.0% | $5,417-99.6% | $479-95.2% |