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.
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 | $0 | $84,487-100.0% | $125,339-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -13.84% | -8.39%-5.4pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,211 | $3,553-65.9% | $4,814-74.8% | $2,544-52.4% |
| Participant deferral / active EE | $2,101 | $6,781-69.0% | $7,446-71.8% | $4,237-50.4% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |