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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,696 | $58,083-16.2% | $80,019-39.1% | $56,287-13.5% |
| Participation rate | 51.4% | 73.6%-22.2pp | 75.8%-24.4pp | 69.9%-18.4pp |
| Annual return | -4.40% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $498 | $1,932-74.2% | $2,468-79.8% | $2,111-76.4% |
| Participant deferral / active EE | $2,326 | $3,135-25.8% | $3,686-36.9% | $3,350-30.6% |
| Admin fee / account holder | $294 | $623-52.8% | $6,521-95.5% | $521-43.6% |