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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,772 | $82,917-55.7% | $103,333-64.4% | $77,643-52.6% |
| Participation rate | 65.0% | 71.6%-6.5pp | 74.5%-9.5pp | 70.6%-5.5pp |
| Annual return | 11.39% | 19.13%-7.7pp | 24.88%-13.5pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,762 | $3,552+5.9% | $3,868-2.7% | $2,726+38.0% |
| Participant deferral / active EE | $2,293 | $4,108-44.2% | $5,057-54.7% | $4,647-50.7% |
| Admin fee / account holder | $84 | $638-86.9% | $8,355-99.0% | $430-80.6% |