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.
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 | $16,852 | $102,553-83.6% | $151,611-88.9% | $66,914-74.8% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | 2.88% | -10.82%+13.7pp | 3.33%-0.4pp | 1.58%+1.3pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,668 | $6,641+45.6% | $8,363+15.6% | $4,237+128.2% |
| Admin fee / account holder | $17 | $630-97.3% | $11,616-99.9% | $593-97.1% |