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 | $17,215 | $29,548-41.7% | $56,411-69.5% | $77,643-77.8% |
| Participation rate | 45.8% | 32.7%+13.1pp | 52.5%-6.7pp | 70.6%-24.8pp |
| Annual return | 12.39% | 19.01%-6.6pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $608 | $568+7.1% | $1,039-41.5% | $2,726-77.7% |
| Participant deferral / active EE | $1,327 | $1,061+25.1% | $1,952-32.0% | $4,647-71.4% |
| Admin fee / account holder | $40 | $1,046-96.2% | $2,829-98.6% | $430-90.7% |