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 5-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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,391 | $129,942-85.1% | $104,294-81.4% | $134,475-85.6% |
| Participation rate | 18.2% | 79.5%-61.3pp | 73.3%-55.1pp | 81.2%-63.0pp |
| Annual return | -19.25% | 42.03%-61.3pp | 24.61%-43.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,779 | $4,184-33.6% | $3,372-17.6% | $4,740-41.4% |
| Participant deferral / active EE | $3,510 | $5,588-37.2% | $4,625-24.1% | $6,400-45.1% |
| Admin fee / account holder | $6 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |