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 | $22,086 | $58,264-62.1% | $86,612-74.5% | $71,457-69.1% |
| Participation rate | 47.9% | 65.0%-17.0pp | 71.7%-23.8pp | 67.9%-20.0pp |
| Annual return | 15.08% | 21.63%-6.5pp | 591.07%-576.0pp | 28.85%-13.8pp |
| Employer contribution / active EE | $754 | $2,574-70.7% | $3,022-75.1% | $2,588-70.9% |
| Participant deferral / active EE | $668 | $3,436-80.5% | $4,438-84.9% | $4,289-84.4% |
| Admin fee / account holder | $177 | $1,057-83.2% | $5,614-96.8% | $1,587-88.8% |