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).
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 | $9,493 | $110,094-91.4% | $151,611-93.7% | $68,494-86.1% |
| Participation rate | 31.7% | 84.0%-52.3pp | 87.5%-55.8pp | 67.9%-36.2pp |
| Annual return | -17.68% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $601 | $6,527-90.8% | $8,363-92.8% | $4,027-85.1% |
| Admin fee / account holder | $21 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |