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 5-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,768 | $47,977-63.0% | $154,107-88.5% | $56,287-68.4% |
| Participation rate | 40.0% | 66.2%-26.2pp | 83.0%-43.0pp | 69.9%-29.9pp |
| Annual return | 62.50% | 3.54%+59.0pp | 735.12%-672.6pp | -9.96%+72.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,561 | $2,392-34.7% | $5,081-69.3% | $3,350-53.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |