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.
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 | $14,326 | $58,726-75.6% | $92,233-84.5% | $62,292-77.0% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 13.43% | 43.62%-30.2pp | 176.28%-162.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,584 | $2,392-33.8% | $3,679-57.0% | $2,042-22.5% |
| Participant deferral / active EE | $656 | $2,766-76.3% | $3,897-83.2% | $3,169-79.3% |
| Admin fee / account holder | $165 | $556-70.4% | $5,194-96.8% | $479-65.6% |