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 | $27,166 | $54,762-50.4% | $90,281-69.9% | $72,985-62.8% |
| Participation rate | 57.0% | 65.1%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $837 | $2,092-60.0% | $2,854-70.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,773 | $2,887-4.0% | $3,885-28.6% | $3,607-23.1% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |