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 6-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.
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 | $21,567 | $37,393-42.3% | $77,024-72.0% | $66,914-67.8% |
| Participation rate | 16.2% | 52.9%-36.7pp | 67.9%-51.7pp | 69.8%-53.6pp |
| Annual return | -20.02% | -3.29%-16.7pp | 42.32%-62.3pp | 1.58%-21.6pp |
| Employer contribution / active EE | $504 | $1,531-67.1% | $2,812-82.1% | $2,544-80.2% |
| Participant deferral / active EE | $1,151 | $2,617-56.0% | $4,426-74.0% | $4,237-72.8% |
| Admin fee / account holder | $223 | $567-60.6% | $5,425-95.9% | $593-62.4% |