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 5-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.
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 | $119,399 | $118,337+0.9% | $189,513-37.0% | $93,030+28.3% |
| Participation rate | 64.5% | 89.1%-24.6pp | 87.8%-23.3pp | 73.9%-9.4pp |
| Annual return | 0.00% | 21.77%-21.8pp | 555.15%-555.2pp | 158.70%-158.7pp |
| Employer contribution / active EE | $7,019 | $4,204+67.0% | $6,162+13.9% | $2,706+159.4% |
| Participant deferral / active EE | $813 | $7,123-88.6% | $8,221-90.1% | $4,562-82.2% |
| Admin fee / account holder | $0 | $100-99.7% | $12,045-100.0% | $152-99.8% |