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).
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 | $37,455 | $49,138-23.8% | $84,015-55.4% | $65,185-42.5% |
| Participation rate | 56.9% | 60.7%-3.9pp | 69.0%-12.1pp | 70.2%-13.3pp |
| Annual return | 22.57% | 23.00%-0.4pp | 71.31%-48.7pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,253 | $914+37.1% | $1,983-36.9% | $2,177-42.5% |
| Participant deferral / active EE | $2,225 | $2,397-7.2% | $3,239-31.3% | $3,514-36.7% |
| Admin fee / account holder | $101 | $543-81.5% | $6,101-98.3% | $847-88.1% |