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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,292 | $49,227-24.2% | $70,449-47.1% | $79,858-53.3% |
| Participation rate | 29.9% | 69.2%-39.3pp | 75.1%-45.2pp | 69.6%-39.8pp |
| Annual return | 16.97% | 30.06%-13.1pp | 109.03%-92.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,810 | $2,099-13.8% | $2,737-33.8% | $2,471-26.7% |
| Participant deferral / active EE | $3,258 | $2,768+17.7% | $3,709-12.2% | $3,740-12.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |