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.
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).
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 | $13,388 | $65,365-79.5% | $92,893-85.6% | $72,985-81.7% |
| Participation rate | 77.2% | 68.3%+8.9pp | 76.0%+1.2pp | 69.5%+7.7pp |
| Annual return | 19.88% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $11,153 | $2,594+329.9% | $3,653+205.3% | $2,440+357.1% |
| Participant deferral / active EE | $3,999 | $3,128+27.8% | $4,236-5.6% | $3,607+10.9% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |