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 | $20,330 | $33,067-38.5% | $76,523-73.4% | $56,287-63.9% |
| Participation rate | 43.0% | 55.4%-12.3pp | 68.0%-25.0pp | 69.9%-26.8pp |
| Annual return | -5.65% | 2.72%-8.4pp | -0.27%-5.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,907 | $1,200+58.9% | $2,647-28.0% | $2,111-9.7% |
| Participant deferral / active EE | $1,694 | $2,240-24.4% | $3,835-55.8% | $3,350-49.4% |
| Admin fee / account holder | $30 | $537-94.3% | $4,848-99.4% | $521-94.2% |