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 | $58,997 | $62,267-5.3% | $110,238-46.5% | $55,725+5.9% |
| Participation rate | 56.4% | 78.1%-21.8pp | 79.8%-23.5pp | 70.9%-14.5pp |
| Annual return | 36.86% | -1.07%+37.9pp | 314.74%-277.9pp | 244.93%-208.1pp |
| Employer contribution / active EE | $935 | $1,941-51.8% | $3,826-75.6% | $2,078-55.0% |
| Participant deferral / active EE | $2,416 | $3,516-31.3% | $4,672-48.3% | $3,356-28.0% |
| Admin fee / account holder | $54 | $121-55.3% | $8,547-99.4% | $115-53.1% |