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 9-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.
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 | $32,593 | $52,293-37.7% | $178,490-81.7% | $73,409-55.6% |
| Participation rate | 8.1% | 65.3%-57.2pp | 81.9%-73.8pp | 72.2%-64.0pp |
| Annual return | 12.10% | 34.75%-22.6pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $23 | $2,332-99.0% | $5,202-99.6% | $3,805-99.4% |
| Admin fee / account holder | $11 | $127-91.4% | $13,984-99.9% | $158-93.1% |