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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,535 | $34,677-66.7% | $77,024-85.0% | $64,808-82.2% |
| Participation rate | 6.2% | 49.8%-43.6pp | 67.9%-61.7pp | 71.5%-65.2pp |
| Annual return | -22.26% | -5.33%-16.9pp | 42.32%-64.6pp | 32.82%-55.1pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $356 | $2,556-86.1% | $4,426-92.0% | $4,310-91.7% |
| Admin fee / account holder | $85 | $179-52.2% | $5,425-98.4% | $188-54.5% |