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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,272 | $69,362-69.3% | $101,248-79.0% | $73,488-71.1% |
| Participation rate | 40.8% | 68.4%-27.6pp | 75.8%-35.0pp | 70.7%-29.9pp |
| Annual return | 16.03% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $641 | $2,628-75.6% | $3,660-82.5% | $2,270-71.8% |
| Participant deferral / active EE | $1,055 | $3,300-68.0% | $4,370-75.9% | $3,740-71.8% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |