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.
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 | $20,832 | $88,890-76.6% | $102,423-79.7% | $77,643-73.2% |
| Participation rate | 78.9% | 80.9%-2.0pp | 76.5%+2.4pp | 70.6%+8.3pp |
| Annual return | 15.76% | 24.98%-9.2pp | 29.32%-13.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,684 | $2,698-37.6% | $3,023-44.3% | $2,726-38.2% |
| Participant deferral / active EE | $2,500 | $5,145-51.4% | $5,053-50.5% | $4,647-46.2% |
| Admin fee / account holder | $9 | $235-96.4% | $9,451-99.9% | $430-98.0% |