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 8-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.
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).
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 | $18,837 | $84,487-77.7% | $125,339-85.0% | $66,914-71.8% |
| Participation rate | 39.3% | 76.4%-37.1pp | 82.4%-43.1pp | 69.8%-30.5pp |
| Annual return | -8.49% | -8.39%-0.1pp | 572.05%-580.5pp | 1.58%-10.1pp |
| Employer contribution / active EE | $925 | $3,553-74.0% | $4,814-80.8% | $2,544-63.6% |
| Participant deferral / active EE | $3,554 | $6,781-47.6% | $7,446-52.3% | $4,237-16.1% |
| Admin fee / account holder | $253 | $685-63.0% | $10,010-97.5% | $593-57.3% |