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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,410 | $55,415-70.4% | $155,509-89.4% | $74,495-78.0% |
| Participation rate | 35.0% | 61.9%-26.9pp | 78.2%-43.2pp | 67.2%-32.2pp |
| Annual return | 12.59% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $252 | $2,267-88.9% | $4,672-94.6% | $2,623-90.4% |
| Participant deferral / active EE | $836 | $2,836-70.5% | $5,626-85.1% | $4,346-80.8% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |