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.
Participant contribution per participant 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 | $18,299 | $91,190-79.9% | $178,490-89.7% | $79,858-77.1% |
| Participation rate | 54.4% | 69.2%-14.8pp | 81.9%-27.5pp | 69.6%-15.2pp |
| Annual return | 12.94% | 24.19%-11.3pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $589 | $3,256-81.9% | $5,011-88.3% | $2,471-76.2% |
| Participant deferral / active EE | $712 | $3,236-78.0% | $5,202-86.3% | $3,740-81.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |