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 | $39,573 | $54,573-27.5% | $90,951-56.5% | $73,488-46.2% |
| Participation rate | 58.7% | 61.2%-2.4pp | 69.0%-10.3pp | 70.7%-11.9pp |
| Annual return | 15.63% | 16.69%-1.1pp | 134.60%-119.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,607 | $991+62.1% | $2,122-24.3% | $2,270-29.2% |
| Participant deferral / active EE | $2,897 | $2,517+15.1% | $3,373-14.1% | $3,740-22.5% |
| Admin fee / account holder | $59 | $521-88.7% | $5,959-99.0% | $513-88.5% |