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.
Participant contribution per participant 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 | $32,175 | $65,557-50.9% | $64,056-49.8% | $71,457-55.0% |
| Participation rate | 30.2% | 73.2%-43.0pp | 72.3%-42.1pp | 67.9%-37.7pp |
| Annual return | 17.58% | 18.94%-1.4pp | 33.69%-16.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $657 | $2,669-75.4% | $2,747-76.1% | $2,588-74.6% |
| Participant deferral / active EE | $952 | $3,626-73.7% | $3,880-75.5% | $4,289-77.8% |
| Admin fee / account holder | $35 | $616-94.2% | $3,068-98.8% | $1,587-97.8% |