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.
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).
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 | $20,119 | $42,396-52.5% | $67,313-70.1% | $56,287-64.3% |
| Participation rate | 31.6% | 61.0%-29.3pp | 69.1%-37.4pp | 69.9%-38.2pp |
| Annual return | -10.24% | -36.63%+26.4pp | -4.08%-6.2pp | -9.96%-0.3pp |
| Employer contribution / active EE | $550 | $1,414-61.1% | $2,566-78.5% | $2,111-73.9% |
| Participant deferral / active EE | $836 | $2,360-64.6% | $3,568-76.6% | $3,350-75.0% |
| Admin fee / account holder | $9 | $510-98.1% | $4,507-99.8% | $521-98.2% |