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 | $53,853 | $69,362-22.4% | $101,248-46.8% | $73,488-26.7% |
| Participation rate | 63.9% | 68.4%-4.4pp | 75.8%-11.9pp | 70.7%-6.7pp |
| Annual return | 17.91% | 18.46%-0.6pp | 46.47%-28.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,303 | $2,628-12.4% | $3,660-37.1% | $2,270+1.4% |
| Participant deferral / active EE | $4,511 | $3,300+36.7% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $3 | $704-99.6% | $5,945-100.0% | $513-99.4% |