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.
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 | $105,607 | $78,485+34.6% | $106,213-0.6% | $74,495+41.8% |
| Participation rate | 67.7% | 72.8%-5.1pp | 75.3%-7.6pp | 67.2%+0.5pp |
| Annual return | 15.29% | 15.95%-0.7pp | 116.14%-100.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,831 | $2,523+51.8% | $3,171+20.8% | $2,623+46.0% |
| Participant deferral / active EE | $5,757 | $4,322+33.2% | $5,016+14.8% | $4,346+32.5% |
| Admin fee / account holder | $18 | $2,232-99.2% | $11,033-99.8% | $1,942-99.1% |