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 8-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 | $12,417 | $38,365-67.6% | $84,611-85.3% | $65,185-81.0% |
| Participation rate | 29.7% | 55.7%-26.0pp | 68.2%-38.6pp | 70.2%-40.5pp |
| Annual return | 34.84% | 32.00%+2.8pp | 258.74%-223.9pp | 29.38%+5.5pp |
| Employer contribution / active EE | $588 | $1,258-53.2% | $2,652-77.8% | $2,177-73.0% |
| Participant deferral / active EE | $968 | $2,278-57.5% | $3,899-75.2% | $3,514-72.5% |
| Admin fee / account holder | $18 | $451-96.0% | $4,912-99.6% | $847-97.9% |