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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,938 | $65,061-70.9% | $143,757-86.8% | $66,914-71.7% |
| Participation rate | 60.8% | 65.2%-4.4pp | 80.3%-19.5pp | 69.8%-9.0pp |
| Annual return | -16.08% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $844 | $2,361-64.2% | $4,951-83.0% | $2,544-66.8% |
| Participant deferral / active EE | $1,151 | $2,919-60.6% | $5,637-79.6% | $4,237-72.8% |
| Admin fee / account holder | $8 | $502-98.3% | $14,673-99.9% | $593-98.6% |