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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,142 | $40,174-64.8% | $84,015-83.2% | $67,579-79.1% |
| Participation rate | 22.7% | 62.7%-40.0pp | 69.0%-46.3pp | 71.3%-48.6pp |
| Annual return | 20.35% | 25.82%-5.5pp | 71.31%-51.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $693 | $808-14.1% | $1,983-65.0% | $2,148-67.7% |
| Participant deferral / active EE | $1,062 | $2,301-53.8% | $3,239-67.2% | $3,539-70.0% |
| Admin fee / account holder | $11 | $128-91.1% | $6,101-99.8% | $142-92.0% |