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 3-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.
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 | $9,471 | $55,415-82.9% | $155,509-93.9% | $74,495-87.3% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 15.34% | 268.50%-253.2pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,188 | $2,267-47.6% | $4,672-74.6% | $2,623-54.7% |
| Participant deferral / active EE | $1,679 | $2,836-40.8% | $5,626-70.2% | $4,346-61.4% |
| Admin fee / account holder | $64 | $1,738-96.3% | $15,912-99.6% | $1,942-96.7% |