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 | $48,840 | $58,879-17.1% | $178,490-72.6% | $73,488-33.5% |
| Participation rate | 62.7% | 66.2%-3.5pp | 81.9%-19.2pp | 70.7%-8.0pp |
| Annual return | 16.50% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,484 | $2,236-33.6% | $5,011-70.4% | $2,270-34.6% |
| Participant deferral / active EE | $2,672 | $2,567+4.1% | $5,202-48.6% | $3,740-28.5% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |