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.
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 | $4,107 | $68,914-94.0% | $136,749-97.0% | $74,304-94.5% |
| Participation rate | 57.1% | 51.3%+5.8pp | 72.1%-15.0pp | 60.3%-3.2pp |
| Annual return | 20.03% | 16.34%+3.7pp | 24.33%-4.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $441 | $1,561-71.8% | $3,400-87.0% | $2,241-80.3% |
| Participant deferral / active EE | $964 | $2,541-62.1% | $4,692-79.5% | $3,767-74.4% |
| Admin fee / account holder | $20 | $3,149-99.4% | $11,386-99.8% | $2,969-99.3% |