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.
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 | $28,635 | $60,323-52.5% | $81,812-65.0% | $74,495-61.6% |
| Participation rate | 49.5% | 62.9%-13.4pp | 72.3%-22.8pp | 67.2%-17.7pp |
| Annual return | 11.42% | 16.90%-5.5pp | 773.79%-762.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $963 | $2,620-63.2% | $2,912-66.9% | $2,623-63.3% |
| Participant deferral / active EE | $809 | $3,387-76.1% | $4,319-81.3% | $4,346-81.4% |
| Admin fee / account holder | $222 | $1,486-85.1% | $7,386-97.0% | $1,942-88.6% |