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 | $81,851 | $81,460+0.5% | $103,333-20.8% | $80,856+1.2% |
| Participation rate | 65.2% | 66.8%-1.6pp | 74.5%-9.3pp | 67.6%-2.4pp |
| Annual return | 15.94% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,840 | $3,105-8.6% | $3,868-26.6% | $2,755+3.1% |
| Participant deferral / active EE | $7,043 | $3,869+82.0% | $5,057+39.3% | $4,296+63.9% |
| Admin fee / account holder | $165 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |