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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,064 | $37,393-78.4% | $77,024-89.5% | $66,914-87.9% |
| Participation rate | 78.6% | 52.9%+25.7pp | 67.9%+10.7pp | 69.8%+8.8pp |
| Annual return | -17.26% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $361 | $1,531-76.4% | $2,812-87.2% | $2,544-85.8% |
| Participant deferral / active EE | $921 | $2,617-64.8% | $4,426-79.2% | $4,237-78.3% |
| Admin fee / account holder | $37 | $567-93.6% | $5,425-99.3% | $593-93.8% |