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 10-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.
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 | $23,022 | $51,197-55.0% | $82,719-72.2% | $66,914-65.6% |
| Participation rate | 50.3% | 67.8%-17.5pp | 72.6%-22.3pp | 69.8%-19.5pp |
| Annual return | -15.97% | -9.64%-6.3pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $850 | $2,611-67.4% | $3,009-71.7% | $2,544-66.6% |
| Participant deferral / active EE | $713 | $3,458-79.4% | $4,395-83.8% | $4,237-83.2% |
| Admin fee / account holder | $193 | $416-53.6% | $5,329-96.4% | $593-67.5% |