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 4-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.
Participant 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 | $3,440 | $50,815-93.2% | $155,509-97.8% | $77,643-95.6% |
| Participation rate | 54.8% | 63.1%-8.3pp | 78.2%-23.4pp | 70.6%-15.8pp |
| Annual return | 31.20% | 34.80%-3.6pp | 64.67%-33.5pp | 31.24%0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $683 | $2,822-75.8% | $5,626-87.9% | $4,647-85.3% |
| Admin fee / account holder | -$1 | $437-100.1% | $15,912-100.0% | $430-100.1% |