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 | $38,172 | $54,350-29.8% | $82,719-53.9% | $68,494-44.3% |
| Participation rate | 59.3% | 63.9%-4.6pp | 72.6%-13.2pp | 67.9%-8.6pp |
| Annual return | -15.17% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,849 | $2,218-16.6% | $3,009-38.5% | $2,596-28.8% |
| Participant deferral / active EE | $3,755 | $3,246+15.7% | $4,395-14.6% | $4,027-6.8% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |