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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,387 | $84,487-45.1% | $125,339-63.0% | $66,914-30.7% |
| Participation rate | 50.7% | 76.4%-25.7pp | 82.4%-31.7pp | 69.8%-19.1pp |
| Annual return | -20.09% | -8.39%-11.7pp | 572.05%-592.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,054 | $3,553-42.2% | $4,814-57.3% | $2,544-19.3% |
| Participant deferral / active EE | $4,554 | $6,781-32.8% | $7,446-38.8% | $4,237+7.5% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.9% | $593-97.5% |