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 10-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.
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 | $43,158 | $101,317-57.4% | $146,958-70.6% | $74,495-42.1% |
| Participation rate | 33.7% | 75.5%-41.9pp | 82.2%-48.5pp | 67.2%-33.5pp |
| Annual return | 2.59% | 8730.91%-8728.3pp | 418.34%-415.8pp | 1364.94%-1362.4pp |
| Employer contribution / active EE | $1,047 | $3,810-72.5% | $4,933-78.8% | $2,623-60.1% |
| Participant deferral / active EE | $3,237 | $7,303-55.7% | $8,070-59.9% | $4,346-25.5% |
| Admin fee / account holder | $200 | $1,739-88.5% | $12,998-98.5% | $1,942-89.7% |