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.
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 | $10,993 | $101,317-89.1% | $146,958-92.5% | $74,495-85.2% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 31.42% | 8730.91%-8699.5pp | 418.34%-386.9pp | 1364.94%-1333.5pp |
| Employer contribution / active EE | $2,110 | $3,810-44.6% | $4,933-57.2% | $2,623-19.6% |
| Participant deferral / active EE | $3,391 | $7,303-53.6% | $8,070-58.0% | $4,346-22.0% |
| Admin fee / account holder | $15 | $1,739-99.2% | $12,998-99.9% | $1,942-99.2% |