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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,585 | $89,808-87.1% | $100,391-88.5% | $77,643-85.1% |
| Participation rate | 86.9% | 81.2%+5.7pp | 81.5%+5.4pp | 70.6%+16.4pp |
| Annual return | 0.00% | 20.62%-20.6pp | 49.20%-49.2pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,015 | $8,284-27.4% | $8,082-25.6% | $4,647+29.4% |
| Admin fee / account holder | $13 | $174-92.4% | $7,899-99.8% | $430-96.9% |