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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,713 | $61,214-69.4% | $83,333-77.5% | $56,287-66.8% |
| Participation rate | 97.5% | 72.6%+24.9pp | 77.8%+19.7pp | 69.9%+27.6pp |
| Annual return | 1.43% | 0.42%+1.0pp | 10.63%-9.2pp | -9.96%+11.4pp |
| Employer contribution / active EE | $3,512 | $1,925+82.4% | $3,379+3.9% | $2,111+66.4% |
| Participant deferral / active EE | $4,639 | $5,091-8.9% | $5,565-16.6% | $3,350+38.5% |
| Admin fee / account holder | $7 | $512-98.7% | $7,510-99.9% | $521-98.7% |