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 | $18,246 | $31,370-41.8% | $74,583-75.5% | $63,975-71.5% |
| Participation rate | 3.3% | 42.6%-39.3pp | 68.1%-64.8pp | 71.1%-67.9pp |
| Annual return | 5.50% | -105.16%+110.7pp | 20.47%-15.0pp | 48.65%-43.2pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $53 | $1,560-96.6% | $3,458-98.5% | $3,356-98.4% |
| Admin fee / account holder | $80 | $77+4.5% | $4,138-98.1% | $70+13.9% |