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.
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 | $21,907 | $76,670-71.4% | $96,683-77.3% | $71,457-69.3% |
| Participation rate | 64.8% | 66.6%-1.8pp | 74.3%-9.6pp | 67.9%-3.2pp |
| Annual return | 23.37% | 48.29%-24.9pp | 35.69%-12.3pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,226 | $3,031-59.5% | $3,737-67.2% | $2,588-52.6% |
| Participant deferral / active EE | $2,867 | $3,771-24.0% | $4,878-41.2% | $4,289-33.2% |
| Admin fee / account holder | $117 | $2,028-94.3% | $6,730-98.3% | $1,587-92.7% |