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).
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 | $79,851 | $49,138+62.5% | $84,015-5.0% | $65,185+22.5% |
| Participation rate | 32.1% | 60.7%-28.6pp | 69.0%-36.9pp | 70.2%-38.1pp |
| Annual return | 22.78% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,347 | $2,397-43.8% | $3,239-58.4% | $3,514-61.7% |
| Admin fee / account holder | $100 | $543-81.7% | $6,101-98.4% | $847-88.2% |