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 6-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 | $17,872 | $61,156-70.8% | $185,823-90.4% | $79,386-77.5% |
| Participation rate | 10.9% | 66.6%-55.7pp | 81.7%-70.8pp | 70.7%-59.8pp |
| Annual return | 142.47% | 19.45%+123.0pp | 122.05%+20.4pp | 116.85%+25.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,013 | $2,789-63.7% | $5,568-81.8% | $4,046-74.9% |
| Admin fee / account holder | $144 | $710-79.7% | $16,237-99.1% | $626-77.0% |