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 | $83,946 | $91,407-8.2% | $135,903-38.2% | $71,457+17.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 81.9%-21.9pp | 67.9%-7.9pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,637 | $3,703-55.8% | $4,856-66.3% | $2,588-36.7% |
| Participant deferral / active EE | $5,947 | $7,092-16.1% | $7,758-23.3% | $4,289+38.7% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |