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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,177 | $99,078-77.6% | $96,544-77.0% | $74,419-70.2% |
| Participation rate | 56.8% | 80.7%-23.8pp | 76.0%-19.1pp | 70.7%-13.9pp |
| Annual return | 21.96% | 22.48%-0.5pp | 25.84%-3.9pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,001 | $2,570-61.0% | $2,965-66.2% | $2,637-62.0% |
| Participant deferral / active EE | $1,603 | $4,933-67.5% | $4,851-67.0% | $4,528-64.6% |
| Admin fee / account holder | $9 | $225-95.8% | $8,252-99.9% | $348-97.3% |