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 9-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.
Employer 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).
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 | $4,116 | $53,162-92.3% | $91,220-95.5% | $68,494-94.0% |
| Participation rate | 74.1% | 63.2%+10.9pp | 73.2%+0.9pp | 67.9%+6.2pp |
| Annual return | 17.22% | -3.14%+20.4pp | 114.01%-96.8pp | -7.84%+25.1pp |
| Employer contribution / active EE | $290 | $1,709-83.0% | $2,850-89.8% | $2,596-88.8% |
| Participant deferral / active EE | $3,291 | $2,974+10.7% | $4,234-22.3% | $4,027-18.3% |
| Admin fee / account holder | $27 | $4,493-99.4% | $5,420-99.5% | $5,403-99.5% |