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 | $26,545 | $60,124-55.9% | $90,404-70.6% | $79,858-66.8% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 23.49% | 71.94%-48.5pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,943 | $2,068+90.7% | $3,262+20.9% | $2,471+59.6% |
| Participant deferral / active EE | $10,274 | $2,938+249.7% | $3,963+159.2% | $3,740+174.7% |
| Admin fee / account holder | $17 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |