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.
Employer 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $8,341 | $49,915-83.3% | $154,803-94.6% | $74,304-88.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.59% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $35 | $1,611-97.8% | $4,305-99.2% | $2,241-98.4% |
| Participant deferral / active EE | $1,746 | $2,255-22.6% | $5,540-68.5% | $3,767-53.7% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |