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 | $20,805 | $41,617-50.0% | $84,611-75.4% | $77,787-73.3% |
| Participation rate | 2.6% | 45.0%-42.4pp | 68.2%-65.7pp | 73.2%-70.6pp |
| Annual return | 21.73% | 24.97%-3.2pp | 258.74%-237.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $91 | $2,129-95.7% | $3,899-97.7% | $3,967-97.7% |
| Admin fee / account holder | $6 | $121-94.7% | $4,912-99.9% | $100-93.6% |