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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,881 | $59,535-66.6% | $90,160-77.9% | $62,292-68.1% |
| Participation rate | 80.0% | 73.0%+7.0pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 14.54% | 23.53%-9.0pp | 34.88%-20.3pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,762 | $4,639-40.4% | $5,288-47.8% | $3,169-12.8% |
| Admin fee / account holder | $63 | $337-81.3% | $5,943-98.9% | $479-86.8% |