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 5-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.
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).
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 | $2,402 | $35,986-93.3% | $77,482-96.9% | $73,488-96.7% |
| Participation rate | 28.5% | 40.8%-12.3pp | 54.2%-25.7pp | 70.7%-42.2pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.79%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $113 | $557-79.7% | $986-88.6% | $2,270-95.0% |
| Participant deferral / active EE | $631 | $1,198-47.3% | $1,861-66.1% | $3,740-83.1% |
| Admin fee / account holder | $34 | $466-92.8% | $2,858-98.8% | $513-93.5% |