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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,324 | $65,061-76.4% | $143,757-89.3% | $66,914-77.1% |
| Participation rate | 27.3% | 65.2%-37.9pp | 80.3%-53.0pp | 69.8%-42.5pp |
| Annual return | -19.57% | -11.14%-8.4pp | -0.04%-19.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $971 | $2,361-58.9% | $4,951-80.4% | $2,544-61.8% |
| Participant deferral / active EE | $1,836 | $2,919-37.1% | $5,637-67.4% | $4,237-56.7% |
| Admin fee / account holder | $40 | $502-91.9% | $14,673-99.7% | $593-93.2% |