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 | $24,146 | $73,867-67.3% | $143,757-83.2% | $68,494-64.7% |
| Participation rate | 56.5% | 66.7%-10.1pp | 80.3%-23.8pp | 67.9%-11.4pp |
| Annual return | -18.65% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,035 | $3,184-67.5% | $4,951-79.1% | $2,596-60.1% |
| Participant deferral / active EE | $1,851 | $3,384-45.3% | $5,637-67.2% | $4,027-54.0% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,673-99.9% | $5,403-99.9% |