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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,093 | $52,884-88.5% | $84,750-92.8% | $55,167-89.0% |
| Participation rate | 24.6% | 67.5%-42.9pp | 76.6%-51.9pp | 69.0%-44.3pp |
| Annual return | 8.72% | 18.03%-9.3pp | 22.78%-14.1pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,788 | $2,233-19.9% | $3,574-50.0% | $1,963-8.9% |
| Participant deferral / active EE | $597 | $2,644-77.4% | $3,712-83.9% | $3,054-80.4% |
| Admin fee / account holder | $7 | $581-98.9% | $5,332-99.9% | $504-98.7% |