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 | $15,223 | $30,086-49.4% | $61,373-75.2% | $64,808-76.5% |
| Participation rate | 9.5% | 36.4%-26.9pp | 52.6%-43.1pp | 71.5%-62.0pp |
| Annual return | -16.43% | -13.99%-2.4pp | 338.61%-355.0pp | 32.82%-49.3pp |
| Employer contribution / active EE | $175 | $536-67.4% | $1,159-84.9% | $2,506-93.0% |
| Participant deferral / active EE | $243 | $1,126-78.4% | $2,125-88.6% | $4,310-94.4% |
| Admin fee / account holder | $18 | $148-88.0% | $2,130-99.2% | $188-90.5% |