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.
Participant 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 | $12,473 | $59,288-79.0% | $90,645-86.2% | - |
| Participation rate | 99.0% | 68.0%+30.9pp | 74.0%+25.0pp | - |
| Annual return | -5.79% | -2.02%-3.8pp | 1.88%-7.7pp | - |
| Employer contribution / active EE | $1,138 | $823+38.2% | $2,532-55.1% | - |
| Participant deferral / active EE | $2,081 | $2,389-12.9% | $3,425-39.2% | - |
| Admin fee / account holder | $15 | $10,676-99.9% | $4,994-99.7% | - |