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 7-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 | $21,748 | $51,620-57.9% | $90,281-75.9% | $65,185-66.6% |
| Participation rate | 33.2% | 68.6%-35.5pp | 73.3%-40.1pp | 70.2%-37.0pp |
| Annual return | 83.68% | 24.94%+58.7pp | 78.10%+5.6pp | 29.38%+54.3pp |
| Employer contribution / active EE | $2,016 | $2,235-9.8% | $2,854-29.4% | $2,177-7.4% |
| Participant deferral / active EE | $3,369 | $2,871+17.4% | $3,885-13.3% | $3,514-4.1% |
| Admin fee / account holder | $2 | $384-99.5% | $5,351-100.0% | $847-99.8% |