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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,664 | $47,977-69.4% | $154,107-90.5% | $56,287-73.9% |
| Participation rate | 63.8% | 66.2%-2.3pp | 83.0%-19.2pp | 69.9%-6.0pp |
| Annual return | -4.73% | 3.54%-8.3pp | 735.12%-739.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $515 | $2,169-76.2% | $5,298-90.3% | $2,111-75.6% |
| Participant deferral / active EE | $1,131 | $2,392-52.7% | $5,081-77.7% | $3,350-66.2% |
| Admin fee / account holder | $46 | $438-89.6% | $13,411-99.7% | $521-91.3% |