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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,769 | $46,674-72.6% | $117,472-89.1% | $68,494-81.4% |
| Participation rate | 40.8% | 56.8%-15.9pp | 70.6%-29.7pp | 67.9%-27.0pp |
| Annual return | -18.78% | -14.52%-4.3pp | 29.74%-48.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,262 | $2,636-14.2% | $4,070-44.4% | $4,027-43.8% |
| Admin fee / account holder | $229 | $4,020-94.3% | $5,645-95.9% | $5,403-95.8% |