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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,325 | $69,763-9.2% | $67,502-6.2% | $74,495-15.0% |
| Participation rate | 65.8% | 71.4%-5.5pp | 72.9%-7.0pp | 67.2%-1.4pp |
| Annual return | 13.64% | -40.34%+54.0pp | 3512.12%-3498.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $367 | $2,704-86.4% | $2,731-86.6% | $2,623-86.0% |
| Participant deferral / active EE | $3,851 | $3,636+5.9% | $4,000-3.7% | $4,346-11.4% |
| Admin fee / account holder | $5 | $896-99.4% | $3,998-99.9% | $1,942-99.7% |