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.
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 | $93,348 | $65,376+42.8% | $87,100+7.2% | $65,185+43.2% |
| Participation rate | 28.6% | 75.3%-46.8pp | 76.9%-48.3pp | 70.2%-41.6pp |
| Annual return | 24.25% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $429 | $1,822-76.5% | $2,521-83.0% | $2,177-80.3% |
| Participant deferral / active EE | $2,392 | $3,388-29.4% | $4,049-40.9% | $3,514-31.9% |
| Admin fee / account holder | $40 | $520-92.4% | $7,497-99.5% | $847-95.3% |