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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,585 | $35,197+18.2% | $53,898-22.8% | $102,872-59.6% |
| Participation rate | 7.2% | 29.6%-22.3pp | 55.0%-47.7pp | 73.0%-65.8pp |
| Annual return | 11.19% | 17.55%-6.4pp | 528.60%-517.4pp | 19.06%-7.9pp |
| Employer contribution / active EE | $51 | $713-92.9% | $932-94.6% | $3,526-98.6% |
| Participant deferral / active EE | $294 | $1,333-78.0% | $1,826-83.9% | $5,535-94.7% |
| Admin fee / account holder | $57 | $834-93.2% | $2,491-97.7% | $292-80.6% |