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 | $40,980 | $48,698-15.8% | $93,606-56.2% | $199,593-79.5% |
| Participation rate | 38.3% | 63.5%-25.2pp | 68.7%-30.4pp | 72.0%-33.6pp |
| Annual return | 65.98% | 15.34%+50.6pp | 133.20%-67.2pp | 34.25%+31.7pp |
| Employer contribution / active EE | $1,050 | $1,135-7.5% | $2,420-56.6% | $3,034-65.4% |
| Participant deferral / active EE | $1,952 | $2,817-30.7% | $4,411-55.7% | $5,087-61.6% |
| Admin fee / account holder | $14 | $195-92.8% | $8,285-99.8% | $269-94.8% |