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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,184 | $54,350-70.2% | $82,719-80.4% | $68,494-76.4% |
| Participation rate | 17.8% | 63.9%-46.1pp | 72.6%-54.8pp | 67.9%-50.1pp |
| Annual return | -4.59% | -13.67%+9.1pp | 701.18%-705.8pp | -7.84%+3.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $634 | $3,246-80.5% | $4,395-85.6% | $4,027-84.3% |
| Admin fee / account holder | $25 | $4,395-99.4% | $5,329-99.5% | $5,403-99.5% |