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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 9.97% | 8.98%+1.0pp | 52.39%-42.4pp | 9.82%+0.2pp |
| Employer contribution / active EE | $155 | $17,759-99.1% | $23,486-99.3% | $13,587-98.9% |
| Participant deferral / active EE | $1,634 | $27+6000.0% | $224+628.6% | $81+1905.1% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |