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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,122 | $99,957-1.8% | $149,696-34.5% | $73,488+33.5% |
| Participation rate | 56.2% | 75.7%-19.5pp | 82.5%-26.3pp | 70.7%-14.5pp |
| Annual return | 21.45% | 53.87%-32.4pp | 276.60%-255.1pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,534 | $3,191-51.9% | $4,644-67.0% | $2,270-32.4% |
| Participant deferral / active EE | $9,604 | $6,073+58.2% | $6,842+40.4% | $3,740+156.8% |
| Admin fee / account holder | $11 | $551-98.0% | $9,309-99.9% | $513-97.9% |