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 | $27,871 | $54,368-48.7% | $117,039-76.2% | $62,292-55.3% |
| Participation rate | 49.8% | 64.9%-15.2pp | 77.2%-27.4pp | 69.5%-19.8pp |
| Annual return | 13.71% | 21.77%-8.1pp | 18.95%-5.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $654 | $1,692-61.4% | $3,785-82.7% | $2,042-68.0% |
| Participant deferral / active EE | $1,451 | $2,269-36.1% | $3,929-63.1% | $3,169-54.2% |
| Admin fee / account holder | $17 | $493-96.5% | $5,974-99.7% | $479-96.4% |