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 | $40,340 | $63,114-36.1% | $92,893-56.6% | $65,185-38.1% |
| Participation rate | 41.5% | 68.8%-27.2pp | 76.0%-34.5pp | 70.2%-28.7pp |
| Annual return | 21.02% | 28.75%-7.7pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,129 | $2,571-56.1% | $3,653-69.1% | $2,177-48.1% |
| Participant deferral / active EE | $1,901 | $3,108-38.8% | $4,236-55.1% | $3,514-45.9% |
| Admin fee / account holder | $192 | $624-69.2% | $5,794-96.7% | $847-77.4% |