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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,220 | $46,732-50.3% | $156,549-85.2% | $55,167-57.9% |
| Participation rate | 64.2% | 65.8%-1.6pp | 84.0%-19.9pp | 69.0%-4.8pp |
| Annual return | 7.69% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $479 | $2,105-77.3% | $5,501-91.3% | $1,963-75.6% |
| Participant deferral / active EE | $1,471 | $2,204-33.2% | $4,871-69.8% | $3,054-51.8% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |