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 | $31,381 | $29,548+6.2% | $56,411-44.4% | $77,643-59.6% |
| Participation rate | 14.6% | 32.7%-18.1pp | 52.5%-37.9pp | 70.6%-56.0pp |
| Annual return | 24.23% | 19.01%+5.2pp | 1701.33%-1677.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $572 | $568+0.8% | $1,039-44.9% | $2,726-79.0% |
| Participant deferral / active EE | $1,239 | $1,061+16.8% | $1,952-36.5% | $4,647-73.3% |
| Admin fee / account holder | $127 | $1,046-87.9% | $2,829-95.5% | $430-70.5% |