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.
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 | $37,656 | $29,548+27.4% | $56,411-33.2% | $77,643-51.5% |
| Participation rate | 17.1% | 32.7%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 25.26% | 19.01%+6.3pp | 1701.33%-1676.1pp | 31.24%-6.0pp |
| Employer contribution / active EE | $131 | $568-77.0% | $1,039-87.4% | $2,726-95.2% |
| Participant deferral / active EE | $669 | $1,061-36.9% | $1,952-65.7% | $4,647-85.6% |
| Admin fee / account holder | $125 | $1,046-88.1% | $2,829-95.6% | $430-71.0% |