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.
Annual investment return 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 | $19,118 | $64,119-70.2% | $112,228-83.0% | $66,914-71.4% |
| Participation rate | 49.1% | 68.5%-19.4pp | 75.1%-26.0pp | 69.8%-20.7pp |
| Annual return | -18.79% | -13.81%-5.0pp | 27.45%-46.2pp | 1.58%-20.4pp |
| Employer contribution / active EE | $933 | $3,005-68.9% | $3,635-74.3% | $2,544-63.3% |
| Participant deferral / active EE | $1,807 | $3,693-51.1% | $4,728-61.8% | $4,237-57.3% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |