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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,118 | $58,208-50.0% | $81,812-64.4% | $80,856-64.0% |
| Participation rate | 35.2% | 63.4%-28.2pp | 72.3%-37.1pp | 67.6%-32.4pp |
| Annual return | 13.73% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $674 | $2,340-71.2% | $2,912-76.9% | $2,755-75.5% |
| Participant deferral / active EE | $1,255 | $3,281-61.7% | $4,319-70.9% | $4,296-70.8% |
| Admin fee / account holder | $1 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |