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 7-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,453 | $65,061-60.9% | $143,757-82.3% | $66,914-62.0% |
| Participation rate | 32.7% | 65.2%-32.5pp | 80.3%-47.6pp | 69.8%-37.1pp |
| Annual return | -0.15% | -11.14%+11.0pp | -0.04%-0.1pp | 1.58%-1.7pp |
| Employer contribution / active EE | $1,014 | $2,361-57.0% | $4,951-79.5% | $2,544-60.1% |
| Participant deferral / active EE | $1,707 | $2,919-41.5% | $5,637-69.7% | $4,237-59.7% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |