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 | $43,059 | $42,810+0.6% | $169,463-74.6% | $55,725-22.7% |
| Participation rate | 54.4% | 64.7%-10.3pp | 77.8%-23.4pp | 70.9%-16.5pp |
| Annual return | -4.95% | -3.61%-1.3pp | 1.83%-6.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,197 | $1,402-14.6% | $4,159-71.2% | $2,078-42.4% |
| Participant deferral / active EE | $4,070 | $3,141+29.6% | $5,277-22.9% | $3,356+21.3% |
| Admin fee / account holder | $8 | $106-92.5% | $9,109-99.9% | $115-93.1% |