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.
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).
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 | $60,821 | $64,119-5.1% | $112,228-45.8% | $66,914-9.1% |
| Participation rate | 53.5% | 68.5%-14.9pp | 75.1%-21.5pp | 69.8%-16.3pp |
| Annual return | 16.44% | -13.81%+30.2pp | 27.45%-11.0pp | 1.58%+14.9pp |
| Employer contribution / active EE | $2,166 | $3,005-27.9% | $3,635-40.4% | $2,544-14.8% |
| Participant deferral / active EE | $2,636 | $3,693-28.6% | $4,728-44.2% | $4,237-37.8% |
| Admin fee / account holder | -$34 | $625-105.5% | $6,410-100.5% | $593-105.8% |