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.
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 | $68,565 | $66,302+3.4% | $110,238-37.8% | $56,287+21.8% |
| Participation rate | 45.0% | 74.9%-29.9pp | 79.8%-34.8pp | 69.9%-24.9pp |
| Annual return | -6.71% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,672 | $2,047-18.3% | $3,826-56.3% | $2,111-20.8% |
| Participant deferral / active EE | $2,366 | $3,381-30.0% | $4,672-49.3% | $3,350-29.4% |
| Admin fee / account holder | $8 | $698-98.8% | $8,547-99.9% | $521-98.4% |