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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,175 | $51,620+156.1% | $90,281+46.4% | $65,185+102.8% |
| Participation rate | 68.5% | 68.6%-0.1pp | 73.3%-4.8pp | 70.2%-1.7pp |
| Annual return | 21.26% | 24.94%-3.7pp | 78.10%-56.8pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,083 | $2,235-6.8% | $2,854-27.0% | $2,177-4.3% |
| Participant deferral / active EE | $3,418 | $2,871+19.1% | $3,885-12.0% | $3,514-2.7% |
| Admin fee / account holder | $9 | $384-97.6% | $5,351-99.8% | $847-98.9% |