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 | $36,265 | $34,934+3.8% | $56,411-35.7% | $74,495-51.3% |
| Participation rate | 55.7% | 32.8%+22.9pp | 52.5%+3.3pp | 67.2%-11.5pp |
| Annual return | 15.01% | 25.94%-10.9pp | 1701.33%-1686.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,394 | $609+293.1% | $1,039+130.5% | $2,623-8.7% |
| Participant deferral / active EE | $4,833 | $1,170+312.9% | $1,952+147.6% | $4,346+11.2% |
| Admin fee / account holder | $38 | $2,364-98.4% | $2,829-98.7% | $1,942-98.0% |