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.
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 | $46,090 | $71,192-35.3% | $117,854-60.9% | $62,292-26.0% |
| Participation rate | 15.4% | 74.2%-58.8pp | 79.7%-64.2pp | 69.5%-54.1pp |
| Annual return | 23.41% | 18.66%+4.8pp | 335.08%-311.7pp | 28.90%-5.5pp |
| Employer contribution / active EE | $660 | $1,934-65.9% | $3,786-82.6% | $2,042-67.7% |
| Participant deferral / active EE | $955 | $3,189-70.1% | $4,482-78.7% | $3,169-69.9% |
| Admin fee / account holder | $225 | $587-61.6% | $8,020-97.2% | $479-53.0% |