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 4-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 | $9,084 | $55,416-83.6% | $75,972-88.0% | $77,643-88.3% |
| Participation rate | 46.9% | 63.6%-16.6pp | 69.1%-22.1pp | 70.6%-23.7pp |
| Annual return | 18.03% | 17.07%+1.0pp | 359.55%-341.5pp | 31.24%-13.2pp |
| Employer contribution / active EE | $818 | $1,788-54.2% | $2,685-69.5% | $2,726-70.0% |
| Participant deferral / active EE | $1,240 | $3,447-64.0% | $4,255-70.9% | $4,647-73.3% |
| Admin fee / account holder | $27 | $414-93.5% | $6,467-99.6% | $430-93.7% |