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 3-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.
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 | $17,080 | $73,004-76.6% | $90,749-81.2% | $68,494-75.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -21.45% | -13.81%-7.6pp | -12.16%-9.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,828 | $2,193-16.6% | $2,921-37.4% | $2,596-29.6% |
| Participant deferral / active EE | $3,547 | $3,627-2.2% | $4,564-22.3% | $4,027-11.9% |
| Admin fee / account holder | $170 | $5,896-97.1% | $8,445-98.0% | $5,403-96.9% |