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 | $51,423 | $51,466-0.1% | $78,778-34.7% | $62,292-17.4% |
| Participation rate | 35.8% | 59.8%-24.0pp | 69.2%-33.4pp | 69.5%-33.7pp |
| Annual return | 117.26% | 19.96%+97.3pp | 35.62%+81.6pp | 28.90%+88.4pp |
| Employer contribution / active EE | $545 | $827-34.2% | $1,986-72.6% | $2,042-73.3% |
| Participant deferral / active EE | $2,409 | $2,147+12.2% | $2,958-18.6% | $3,169-24.0% |
| Admin fee / account holder | $26 | $489-94.6% | $5,134-99.5% | $479-94.5% |