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 | $25,585 | $46,100-44.5% | $86,590-70.5% | $69,631-63.3% |
| Participation rate | 31.4% | 67.2%-35.7pp | 73.5%-42.1pp | 70.7%-39.2pp |
| Annual return | 14.01% | 21.02%-7.0pp | 964.84%-950.8pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $338 | $1,850-81.7% | $2,839-88.1% | $2,032-83.4% |
| Participant deferral / active EE | $509 | $2,432-79.1% | $3,609-85.9% | $3,224-84.2% |
| Admin fee / account holder | $224 | $94+138.5% | $4,906-95.4% | $110+102.6% |