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.
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 | $14,234 | $56,443-74.8% | $83,848-83.0% | $55,725-74.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.82% | 393.67%-398.5pp | 850.88%-855.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,363 | $2,682-11.9% | $3,631-34.9% | $2,078+13.7% |
| Participant deferral / active EE | $1,790 | $2,965-39.6% | $4,082-56.1% | $3,356-46.6% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |