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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,902 | $58,879-54.3% | $178,490-84.9% | $73,488-63.4% |
| Participation rate | 34.0% | 66.2%-32.2pp | 81.9%-47.9pp | 70.7%-36.7pp |
| Annual return | 5.74% | 24.86%-19.1pp | 151.07%-145.3pp | 28.51%-22.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $825 | $2,567-67.9% | $5,202-84.1% | $3,740-77.9% |
| Admin fee / account holder | $224 | $400-44.1% | $13,984-98.4% | $513-56.4% |