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.
Employer contribution per participant 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 | $3,980 | $50,458-92.1% | $159,960-97.5% | $64,808-93.9% |
| Participation rate | 76.4% | 68.0%+8.4pp | 78.0%-1.5pp | 71.5%+5.0pp |
| Annual return | 7.08% | -13.42%+20.5pp | 408.60%-401.5pp | 32.82%-25.7pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,619 | $4,004-9.6% | $6,182-41.5% | $4,310-16.0% |
| Admin fee / account holder | $10 | $706-98.5% | $8,698-99.9% | $188-94.5% |