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.
Employer 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 | $21,157 | $46,173-54.2% | $170,442-87.6% | $69,631-69.6% |
| Participation rate | 16.5% | 63.9%-47.4pp | 83.6%-67.1pp | 70.7%-54.2pp |
| Annual return | 60.18% | 21.62%+38.6pp | 205.93%-145.7pp | 27571.02%-27510.8pp |
| Employer contribution / active EE | $156 | $1,610-90.3% | $5,433-97.1% | $2,032-92.3% |
| Participant deferral / active EE | $1,048 | $2,080-49.6% | $4,939-78.8% | $3,224-67.5% |
| Admin fee / account holder | $53 | $116-53.9% | $13,880-99.6% | $110-51.6% |