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 | $76,683 | $86,332-11.2% | $125,175-38.7% | $65,185+17.6% |
| Participation rate | 47.3% | 75.3%-28.0pp | 79.8%-32.5pp | 70.2%-22.9pp |
| Annual return | 23.87% | 27.43%-3.6pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,899 | $2,040-6.9% | $3,865-50.9% | $2,177-12.8% |
| Participant deferral / active EE | $2,548 | $3,537-28.0% | $4,937-48.4% | $3,514-27.5% |
| Admin fee / account holder | $4 | $609-99.4% | $9,702-100.0% | $847-99.5% |