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 10-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 | $52,380 | $58,208-10.0% | $81,812-36.0% | $80,856-35.2% |
| Participation rate | 49.1% | 63.4%-14.3pp | 72.3%-23.2pp | 67.6%-18.5pp |
| Annual return | 15.34% | 41.66%-26.3pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,674 | $2,340-28.4% | $2,912-42.5% | $2,755-39.2% |
| Participant deferral / active EE | $3,464 | $3,281+5.6% | $4,319-19.8% | $4,296-19.4% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |