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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,902 | $59,417-80.0% | $93,606-87.3% | $74,495-84.0% |
| Participation rate | 78.4% | 59.7%+18.8pp | 68.7%+9.7pp | 67.2%+11.2pp |
| Annual return | 13.97% | 81.83%-67.9pp | 133.20%-119.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,804 | $3,050-8.1% | $4,411-36.4% | $4,346-35.5% |
| Admin fee / account holder | $26 | $3,021-99.1% | $8,285-99.7% | $1,942-98.7% |