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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,968 | $102,553-38.6% | $151,611-58.5% | $66,914-5.9% |
| Participation rate | 84.7% | 85.5%-0.8pp | 87.5%-2.8pp | 69.8%+14.9pp |
| Annual return | -14.14% | -10.82%-3.3pp | 3.33%-17.5pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,240 | $4,180-70.3% | $6,166-79.9% | $2,544-51.3% |
| Participant deferral / active EE | $6,241 | $6,641-6.0% | $8,363-25.4% | $4,237+47.3% |
| Admin fee / account holder | $79 | $630-87.4% | $11,616-99.3% | $593-86.6% |