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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,908 | $51,045+76.1% | $70,515+27.5% | $71,457+25.8% |
| Participation rate | 66.0% | 59.4%+6.6pp | 68.3%-2.3pp | 67.9%-1.9pp |
| Annual return | 17.25% | 42.63%-25.4pp | 32.77%-15.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $523 | $1,790-70.8% | $2,973-82.4% | $2,588-79.8% |
| Participant deferral / active EE | $5,224 | $3,026+72.6% | $4,567+14.4% | $4,289+21.8% |
| Admin fee / account holder | $15 | $1,994-99.3% | $6,412-99.8% | $1,587-99.1% |