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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,423 | $73,102-72.1% | $123,544-83.5% | $56,287-63.7% |
| Participation rate | 70.3% | 74.3%-4.0pp | 82.3%-12.0pp | 69.9%+0.5pp |
| Annual return | 10.03% | 3.01%+7.0pp | 119.20%-109.2pp | -9.96%+20.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,701 | $5,423-68.6% | $6,426-73.5% | $3,350-49.2% |
| Admin fee / account holder | $108 | $554-80.4% | $9,284-98.8% | $521-79.2% |