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 7-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,600 | $42,894-77.6% | $60,874-84.2% | $68,494-86.0% |
| Participation rate | 27.8% | 66.8%-39.0pp | 73.1%-45.3pp | 67.9%-40.1pp |
| Annual return | -14.91% | -13.98%-0.9pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $684 | $1,978-65.4% | $2,701-74.7% | $2,596-73.6% |
| Participant deferral / active EE | $952 | $2,867-66.8% | $3,817-75.0% | $4,027-76.3% |
| Admin fee / account holder | $19 | $3,101-99.4% | $3,224-99.4% | $5,403-99.7% |