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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,377 | $52,467-45.9% | $57,179-50.4% | $55,167-48.6% |
| Participation rate | 46.2% | 75.8%-29.6pp | 75.3%-29.1pp | 69.0%-22.7pp |
| Annual return | 12.17% | 7.72%+4.5pp | 14.59%-2.4pp | 169.23%-157.1pp |
| Employer contribution / active EE | $1,410 | $2,477-43.1% | $2,682-47.4% | $1,963-28.1% |
| Participant deferral / active EE | $2,764 | $2,830-2.3% | $3,096-10.7% | $3,054-9.5% |
| Admin fee / account holder | $5 | $269-98.2% | $3,139-99.8% | $504-99.0% |