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 9-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.
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 | $2,136 | $35,123-93.9% | $93,406-97.7% | $73,409-97.1% |
| Participation rate | 53.9% | 68.3%-14.4pp | 66.8%-12.9pp | 72.2%-18.3pp |
| Annual return | 43.61% | 18.89%+24.7pp | 78.05%-34.4pp | 59.29%-15.7pp |
| Employer contribution / active EE | $385 | $1,247-69.1% | $2,075-81.5% | $2,234-82.8% |
| Participant deferral / active EE | $881 | $2,249-60.8% | $3,126-71.8% | $3,805-76.9% |
| Admin fee / account holder | $12 | $108-88.7% | $5,230-99.8% | $158-92.2% |