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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $157,150 | $78,485+100.2% | $106,213+48.0% | $74,495+111.0% |
| Participation rate | 47.8% | 72.8%-25.0pp | 75.3%-27.5pp | 67.2%-19.4pp |
| Annual return | 11.70% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,789 | $2,523+10.6% | $3,171-12.1% | $2,623+6.3% |
| Participant deferral / active EE | $5,209 | $4,322+20.5% | $5,016+3.8% | $4,346+19.9% |
| Admin fee / account holder | $51 | $2,232-97.7% | $11,033-99.5% | $1,942-97.4% |