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 8-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 | $15,220 | $37,393-59.3% | $77,024-80.2% | $66,914-77.3% |
| Participation rate | 35.6% | 52.9%-17.3pp | 67.9%-32.3pp | 69.8%-34.2pp |
| Annual return | -17.14% | -3.29%-13.9pp | 42.32%-59.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $958 | $1,531-37.4% | $2,812-65.9% | $2,544-62.3% |
| Participant deferral / active EE | $1,845 | $2,617-29.5% | $4,426-58.3% | $4,237-56.5% |
| Admin fee / account holder | $7 | $567-98.8% | $5,425-99.9% | $593-98.9% |