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 8-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.
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 | $16,004 | $48,335-66.9% | $121,098-86.8% | $71,457-77.6% |
| Participation rate | 44.7% | 54.3%-9.5pp | 69.5%-24.8pp | 67.9%-23.2pp |
| Annual return | 23.62% | 23.32%+0.3pp | 985.75%-962.1pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,405 | $1,489-5.7% | $4,164-66.3% | $2,588-45.7% |
| Participant deferral / active EE | $1,691 | $2,754-38.6% | $4,080-58.5% | $4,289-60.6% |
| Admin fee / account holder | $30 | $1,841-98.4% | $5,644-99.5% | $1,587-98.1% |