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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,526 | $60,795-72.8% | $69,455-76.2% | $65,185-74.6% |
| Participation rate | 85.1% | 74.9%+10.2pp | 74.6%+10.5pp | 70.2%+14.9pp |
| Annual return | 22.22% | 17.46%+4.8pp | 28.97%-6.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,141 | $2,452-53.5% | $2,779-59.0% | $2,177-47.6% |
| Participant deferral / active EE | $2,091 | $3,162-33.9% | $3,535-40.9% | $3,514-40.5% |
| Admin fee / account holder | $9 | $314-97.0% | $3,839-99.8% | $847-98.9% |