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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,676 | $49,138-78.3% | $84,015-87.3% | $65,185-83.6% |
| Participation rate | 18.2% | 60.7%-42.5pp | 69.0%-50.8pp | 70.2%-52.0pp |
| Annual return | 32.16% | 23.00%+9.2pp | 71.31%-39.1pp | 29.38%+2.8pp |
| Employer contribution / active EE | $253 | $914-72.3% | $1,983-87.2% | $2,177-88.4% |
| Participant deferral / active EE | $538 | $2,397-77.5% | $3,239-83.4% | $3,514-84.7% |
| Admin fee / account holder | $9 | $543-98.4% | $6,101-99.9% | $847-98.9% |