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 | $36,128 | $45,324-20.3% | $122,332-70.5% | $69,631-48.1% |
| Participation rate | 31.5% | 59.9%-28.4pp | 71.6%-40.1pp | 70.7%-39.2pp |
| Annual return | 16.70% | 25.35%-8.6pp | 30.27%-13.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,164 | $2,367-50.8% | $3,287-64.6% | $3,224-63.9% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |