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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,884 | $80,724-4.8% | $103,333-25.6% | $74,495+3.2% |
| Participation rate | 55.5% | 65.7%-10.2pp | 74.5%-19.0pp | 67.2%-11.7pp |
| Annual return | 10.77% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $100 | $3,157-96.8% | $3,868-97.4% | $2,623-96.2% |
| Participant deferral / active EE | $3,283 | $3,860-15.0% | $5,057-35.1% | $4,346-24.5% |
| Admin fee / account holder | $45 | $2,368-98.1% | $8,355-99.5% | $1,942-97.7% |