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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,238 | $32,865-47.6% | $75,826-77.3% | $56,287-69.4% |
| Participation rate | 25.1% | 53.0%-27.8pp | 68.2%-43.1pp | 69.9%-44.7pp |
| Annual return | -10.71% | -5.01%-5.7pp | 1914.15%-1924.9pp | -9.96%-0.8pp |
| Employer contribution / active EE | $552 | $891-38.1% | $1,913-71.2% | $2,111-73.9% |
| Participant deferral / active EE | $927 | $1,683-44.9% | $2,862-67.6% | $3,350-72.3% |
| Admin fee / account holder | $226 | $185+22.5% | $4,726-95.2% | $521-56.6% |