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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,776 | $26,549-44.3% | $61,373-75.9% | $66,914-77.9% |
| Participation rate | 30.3% | 38.1%-7.8pp | 52.6%-22.3pp | 69.8%-39.5pp |
| Annual return | -20.19% | -16.21%-4.0pp | 338.61%-358.8pp | 1.58%-21.8pp |
| Employer contribution / active EE | $942 | $651+44.6% | $1,159-18.7% | $2,544-63.0% |
| Participant deferral / active EE | $1,931 | $1,338+44.3% | $2,125-9.1% | $4,237-54.4% |
| Admin fee / account holder | $68 | $409-83.3% | $2,130-96.8% | $593-88.5% |