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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,616 | $73,102-49.9% | $123,544-70.4% | $56,287-34.9% |
| Participation rate | 52.7% | 74.3%-21.6pp | 82.3%-29.6pp | 69.9%-17.1pp |
| Annual return | -10.26% | 3.01%-13.3pp | 119.20%-129.5pp | -9.96%-0.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,383 | $5,423-0.7% | $6,426-16.2% | $3,350+60.7% |
| Admin fee / account holder | $58 | $554-89.5% | $9,284-99.4% | $521-88.9% |