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 | $82,983 | $50,815+63.3% | $155,509-46.6% | $77,643+6.9% |
| Participation rate | 63.4% | 63.1%+0.3pp | 78.2%-14.7pp | 70.6%-7.1pp |
| Annual return | 20.18% | 34.80%-14.6pp | 64.67%-44.5pp | 31.24%-11.1pp |
| Employer contribution / active EE | $683 | $1,993-65.7% | $4,672-85.4% | $2,726-75.0% |
| Participant deferral / active EE | $3,136 | $2,822+11.1% | $5,626-44.3% | $4,647-32.5% |
| Admin fee / account holder | $31 | $437-93.0% | $15,912-99.8% | $430-92.9% |