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 | $49,409 | $55,453-10.9% | $170,442-71.0% | $62,292-20.7% |
| Participation rate | 37.0% | 66.4%-29.4pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $850 | $2,303-63.1% | $4,939-82.8% | $3,169-73.2% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |