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 | $48,748 | $66,124-26.3% | $90,404-46.1% | $73,488-33.7% |
| Participation rate | 52.2% | 69.7%-17.5pp | 72.7%-20.5pp | 70.7%-18.5pp |
| Annual return | 10.73% | 17.65%-6.9pp | 1293.02%-1282.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,580 | $2,346-32.6% | $3,262-51.6% | $2,270-30.4% |
| Participant deferral / active EE | $3,202 | $3,039+5.4% | $3,963-19.2% | $3,740-14.4% |
| Admin fee / account holder | $188 | $396-52.4% | $5,611-96.6% | $513-63.3% |