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.
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 | $79,795 | $88,083-9.4% | $164,813-51.6% | $74,495+7.1% |
| Participation rate | 66.7% | 73.0%-6.4pp | 78.6%-11.9pp | 67.2%-0.5pp |
| Annual return | 13.06% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,914 | $2,593-26.2% | $4,341-55.9% | $2,623-27.0% |
| Participant deferral / active EE | $3,767 | $4,498-16.3% | $6,031-37.5% | $4,346-13.3% |
| Admin fee / account holder | $21 | $2,234-99.1% | $12,690-99.8% | $1,942-98.9% |