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 | $16,889 | $66,601-74.6% | $92,893-81.8% | $67,579-75.0% |
| Participation rate | 63.6% | 72.5%-8.9pp | 76.0%-12.4pp | 71.3%-7.7pp |
| Annual return | 16.75% | 92.58%-75.8pp | 109.41%-92.7pp | 378.56%-361.8pp |
| Employer contribution / active EE | $2,953 | $2,775+6.4% | $3,653-19.2% | $2,148+37.5% |
| Participant deferral / active EE | $737 | $3,157-76.6% | $4,236-82.6% | $3,539-79.2% |
| Admin fee / account holder | $200 | $199+0.4% | $5,794-96.6% | $142+40.4% |