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 | $47,568 | $58,879-19.2% | $178,490-73.3% | $73,488-35.3% |
| Participation rate | 46.1% | 66.2%-20.1pp | 81.9%-35.8pp | 70.7%-24.6pp |
| Annual return | 10.88% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $878 | $2,236-60.7% | $5,011-82.5% | $2,270-61.3% |
| Participant deferral / active EE | $4,187 | $2,567+63.1% | $5,202-19.5% | $3,740+12.0% |
| Admin fee / account holder | $60 | $400-85.0% | $13,984-99.6% | $513-88.3% |