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 | $26,208 | $75,388-65.2% | $123,544-78.8% | $55,725-53.0% |
| Participation rate | 63.8% | 75.7%-11.8pp | 82.3%-18.5pp | 70.9%-7.0pp |
| Annual return | 219.25% | 4.48%+214.8pp | 119.20%+100.1pp | 244.93%-25.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,827 | $5,651-50.0% | $6,426-56.0% | $3,356-15.8% |
| Admin fee / account holder | $11 | $120-91.0% | $9,284-99.9% | $115-90.7% |