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.
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 | $17,205 | $72,254-76.2% | $86,677-80.2% | $64,808-73.5% |
| Participation rate | 97.5% | 80.4%+17.0pp | 76.6%+20.9pp | 71.5%+26.0pp |
| Annual return | -5.09% | 392.42%-397.5pp | 35.91%-41.0pp | 32.82%-37.9pp |
| Employer contribution / active EE | $3,105 | $2,393+29.7% | $2,836+9.5% | $2,506+23.9% |
| Participant deferral / active EE | $8,164 | $4,658+75.3% | $4,656+75.4% | $4,310+89.4% |
| Admin fee / account holder | $1 | $174-99.2% | $7,493-100.0% | $188-99.3% |