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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,050 | $65,409-92.3% | $98,442-94.9% | $85,850-94.1% |
| Participation rate | 4.9% | 65.0%-60.1pp | 73.3%-68.4pp | 69.3%-64.4pp |
| Annual return | 151.21% | 21.76%+129.5pp | 1492.73%-1341.5pp | 318.53%-167.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $351 | $3,166-88.9% | $4,276-91.8% | $3,952-91.1% |
| Admin fee / account holder | $23 | $4,593-99.5% | $5,949-99.6% | $6,260-99.6% |