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 5-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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,500 | $46,292-66.5% | $143,757-89.2% | $64,808-76.1% |
| Participation rate | 52.5% | 64.2%-11.7pp | 80.3%-27.8pp | 71.5%-18.9pp |
| Annual return | -17.76% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,153 | $1,910-39.6% | $4,951-76.7% | $2,506-54.0% |
| Participant deferral / active EE | $3,518 | $2,646+33.0% | $5,637-37.6% | $4,310-18.4% |
| Admin fee / account holder | $76 | $154-50.5% | $14,673-99.5% | $188-59.5% |