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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,019 | $91,190+3.1% | $178,490-47.3% | $79,858+17.7% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 18.56% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,634 | $3,256-19.1% | $5,011-47.4% | $2,471+6.6% |
| Participant deferral / active EE | $6,431 | $3,236+98.7% | $5,202+23.6% | $3,740+71.9% |
| Admin fee / account holder | $40 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |