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.
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 | $29,830 | $43,423-31.3% | $78,689-62.1% | $55,167-45.9% |
| Participation rate | 34.5% | 68.0%-33.5pp | 73.6%-39.1pp | 69.0%-34.5pp |
| Annual return | 10.74% | 11.53%-0.8pp | 62.18%-51.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $666 | $2,509-73.5% | $3,517-81.1% | $3,054-78.2% |
| Admin fee / account holder | $142 | $416-66.0% | $4,510-96.9% | $504-71.9% |