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).
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 | $36,481 | $35,986+1.4% | $77,482-52.9% | $73,488-50.4% |
| Participation rate | 25.4% | 40.8%-15.4pp | 54.2%-28.7pp | 70.7%-45.2pp |
| Annual return | 5.24% | 19.26%-14.0pp | 54.79%-49.5pp | 28.51%-23.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $490 | $1,198-59.1% | $1,861-73.7% | $3,740-86.9% |
| Admin fee / account holder | $282 | $466-39.5% | $2,858-90.1% | $513-45.0% |