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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,001 | $99,957-73.0% | $149,696-82.0% | $73,488-63.3% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 67.20% | 53.87%+13.3pp | 276.60%-209.4pp | 28.51%+38.7pp |
| Employer contribution / active EE | $2,440 | $3,191-23.5% | $4,644-47.5% | $2,270+7.5% |
| Participant deferral / active EE | $8,749 | $6,073+44.1% | $6,842+27.9% | $3,740+134.0% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |