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 | $18,795 | $46,732-59.8% | $156,549-88.0% | $55,167-65.9% |
| Participation rate | 58.6% | 65.8%-7.2pp | 84.0%-25.5pp | 69.0%-10.4pp |
| Annual return | 10.40% | 17.72%-7.3pp | 32.23%-21.8pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,079 | $2,105-48.8% | $5,501-80.4% | $1,963-45.0% |
| Participant deferral / active EE | $953 | $2,204-56.8% | $4,871-80.4% | $3,054-68.8% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |