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.
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,350 | $65,061-84.1% | $143,757-92.8% | $66,914-84.5% |
| Participation rate | 20.9% | 65.2%-44.2pp | 80.3%-59.4pp | 69.8%-48.9pp |
| Annual return | -20.74% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $519 | $2,361-78.0% | $4,951-89.5% | $2,544-79.6% |
| Participant deferral / active EE | $1,098 | $2,919-62.4% | $5,637-80.5% | $4,237-74.1% |
| Admin fee / account holder | $46 | $502-90.8% | $14,673-99.7% | $593-92.2% |