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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,219 | $56,485-27.0% | $185,823-77.8% | $86,799-52.5% |
| Participation rate | 61.8% | 65.5%-3.7pp | 81.7%-19.9pp | 72.3%-10.5pp |
| Annual return | 12.69% | 118.04%-105.3pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $660 | $1,843-64.2% | $5,167-87.2% | $2,405-72.6% |
| Participant deferral / active EE | $2,857 | $2,553+11.9% | $5,568-48.7% | $4,131-30.8% |
| Admin fee / account holder | $30 | $150-80.2% | $16,237-99.8% | $170-82.6% |