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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,564 | $47,722-46.4% | $82,719-69.1% | $64,808-60.6% |
| Participation rate | 27.2% | 67.6%-40.4pp | 72.6%-45.3pp | 71.5%-44.2pp |
| Annual return | -16.48% | -13.05%-3.4pp | 701.18%-717.7pp | 32.82%-49.3pp |
| Employer contribution / active EE | $532 | $2,179-75.6% | $3,009-82.3% | $2,506-78.8% |
| Participant deferral / active EE | $892 | $3,329-73.2% | $4,395-79.7% | $4,310-79.3% |
| Admin fee / account holder | $18 | $143-87.5% | $5,329-99.7% | $188-90.5% |