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 9-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,301 | $61,156+55.8% | $185,823-48.7% | $79,386+20.0% |
| Participation rate | 65.6% | 66.6%-1.0pp | 81.7%-16.1pp | 70.7%-5.1pp |
| Annual return | 14.14% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $3,413 | $2,321+47.1% | $5,167-33.9% | $2,427+40.6% |
| Participant deferral / active EE | $2,690 | $2,789-3.5% | $5,568-51.7% | $4,046-33.5% |
| Admin fee / account holder | $5 | $710-99.4% | $16,237-100.0% | $626-99.3% |