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 7-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 | $11,996 | $35,986-66.7% | $77,482-84.5% | $73,488-83.7% |
| Participation rate | 30.2% | 40.8%-10.6pp | 54.2%-24.0pp | 70.7%-40.5pp |
| Annual return | 23.59% | 19.26%+4.3pp | 54.79%-31.2pp | 28.51%-4.9pp |
| Employer contribution / active EE | $188 | $557-66.3% | $986-81.0% | $2,270-91.7% |
| Participant deferral / active EE | $1,163 | $1,198-2.9% | $1,861-37.5% | $3,740-68.9% |
| Admin fee / account holder | $39 | $466-91.7% | $2,858-98.7% | $513-92.5% |