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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,124 | $60,124+23.3% | $90,404-18.0% | $79,858-7.2% |
| Participation rate | 37.3% | 65.0%-27.6pp | 72.7%-35.3pp | 69.6%-32.3pp |
| Annual return | 8.34% | 71.94%-63.6pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,471 | $2,938-49.9% | $3,963-62.9% | $3,740-60.7% |
| Admin fee / account holder | $17 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |