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 | $42,044 | $65,908-36.2% | $81,812-48.6% | $77,643-45.8% |
| Participation rate | 24.9% | 65.8%-40.9pp | 72.3%-47.4pp | 70.6%-45.6pp |
| Annual return | 12.66% | 26.64%-14.0pp | 773.79%-761.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $560 | $2,370-76.4% | $2,912-80.8% | $2,726-79.5% |
| Participant deferral / active EE | $977 | $3,505-72.1% | $4,319-77.4% | $4,647-79.0% |
| Admin fee / account holder | $51 | $526-90.3% | $7,386-99.3% | $430-88.2% |