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.
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 | $19,476 | $26,114-25.4% | $58,482-66.7% | $74,419-73.8% |
| Participation rate | 27.7% | 32.1%-4.5pp | 50.9%-23.2pp | 70.7%-43.1pp |
| Annual return | 23.97% | 32.51%-8.5pp | 4239.32%-4215.3pp | 34.38%-10.4pp |
| Employer contribution / active EE | $963 | $536+79.8% | $1,053-8.6% | $2,637-63.5% |
| Participant deferral / active EE | $2,028 | $1,075+88.7% | $1,924+5.4% | $4,528-55.2% |
| Admin fee / account holder | $84 | $649-87.0% | $2,516-96.6% | $348-75.7% |