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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,276 | $46,173-75.6% | $170,442-93.4% | $69,631-83.8% |
| Participation rate | 13.4% | 63.9%-50.5pp | 83.6%-70.2pp | 70.7%-57.3pp |
| Annual return | 13.74% | 21.62%-7.9pp | 205.93%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $301 | $2,080-85.6% | $4,939-93.9% | $3,224-90.7% |
| Admin fee / account holder | $17 | $116-85.2% | $13,880-99.9% | $110-84.4% |