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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,040 | $37,393-65.1% | $77,024-83.1% | $66,914-80.5% |
| Participation rate | 11.6% | 52.9%-41.2pp | 67.9%-56.3pp | 69.8%-58.2pp |
| Annual return | -17.88% | -3.29%-14.6pp | 42.32%-60.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,096 | $2,617-58.1% | $4,426-75.2% | $4,237-74.1% |
| Admin fee / account holder | $137 | $567-75.9% | $5,425-97.5% | $593-76.9% |