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 | $36,189 | $79,428-54.4% | $106,548-66.0% | $79,386-54.4% |
| Participation rate | 57.8% | 74.1%-16.4pp | 76.1%-18.4pp | 70.7%-12.9pp |
| Annual return | 13.87% | 18.27%-4.4pp | 26.80%-12.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,610 | $2,234-27.9% | $2,819-42.9% | $2,427-33.7% |
| Participant deferral / active EE | $2,477 | $3,823-35.2% | $4,398-43.7% | $4,046-38.8% |
| Admin fee / account holder | $3 | $523-99.4% | $7,407-100.0% | $626-99.5% |