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 | $15,057 | $36,916-59.2% | $156,549-90.4% | $57,658-73.9% |
| Participation rate | 33.3% | 63.4%-30.1pp | 84.0%-50.7pp | 70.2%-36.9pp |
| Annual return | 11.48% | 12.38%-0.9pp | 32.23%-20.7pp | 5.13%+6.3pp |
| Employer contribution / active EE | $443 | $1,571-71.8% | $5,501-91.9% | $1,974-77.6% |
| Participant deferral / active EE | $625 | $1,926-67.5% | $4,871-87.2% | $3,061-79.6% |
| Admin fee / account holder | $4 | $82-95.0% | $13,027-100.0% | $95-95.6% |