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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,185 | $37,196-61.9% | $154,107-90.8% | $55,725-74.5% |
| Participation rate | 11.7% | 64.1%-52.4pp | 83.0%-71.3pp | 70.9%-59.2pp |
| Annual return | -6.23% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $276 | $2,068-86.6% | $5,081-94.6% | $3,356-91.8% |
| Admin fee / account holder | $57 | $102-44.2% | $13,411-99.6% | $115-50.8% |