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 | $93,064 | $71,516+30.1% | $98,439-5.5% | $71,457+30.2% |
| Participation rate | 68.1% | 72.7%-4.6pp | 75.2%-7.1pp | 67.9%+0.1pp |
| Annual return | 17.54% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,637 | $2,399+51.6% | $3,048+19.3% | $2,588+40.5% |
| Participant deferral / active EE | $5,756 | $4,109+40.1% | $4,738+21.5% | $4,289+34.2% |
| Admin fee / account holder | $18 | $1,675-98.9% | $8,948-99.8% | $1,587-98.9% |