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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,423 | $58,879-82.3% | $178,490-94.2% | $73,488-85.8% |
| Participation rate | 28.9% | 66.2%-37.3pp | 81.9%-53.0pp | 70.7%-41.8pp |
| Annual return | 26.31% | 24.86%+1.5pp | 151.07%-124.8pp | 28.51%-2.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,776 | $2,567-30.8% | $5,202-65.8% | $3,740-52.5% |
| Admin fee / account holder | $73 | $400-81.9% | $13,984-99.5% | $513-85.9% |