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 8-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.
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,253 | $44,642-63.6% | $91,220-82.2% | $66,914-75.7% |
| Participation rate | 77.1% | 64.9%+12.2pp | 73.2%+3.9pp | 69.8%+7.3pp |
| Annual return | -14.18% | -12.29%-1.9pp | 114.01%-128.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,176 | $3,349+144.1% | $4,234+93.1% | $4,237+93.0% |
| Admin fee / account holder | $12 | $521-97.8% | $5,420-99.8% | $593-98.1% |