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 | $47,903 | $37,393+28.1% | $77,024-37.8% | $66,914-28.4% |
| Participation rate | 19.6% | 52.9%-33.2pp | 67.9%-48.3pp | 69.8%-50.2pp |
| Annual return | -15.89% | -3.29%-12.6pp | 42.32%-58.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $554 | $1,531-63.8% | $2,812-80.3% | $2,544-78.2% |
| Participant deferral / active EE | $969 | $2,617-63.0% | $4,426-78.1% | $4,237-77.1% |
| Admin fee / account holder | $31 | $567-94.5% | $5,425-99.4% | $593-94.7% |