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 9-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.
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 | $14,983 | $54,573-72.5% | $90,951-83.5% | $73,488-79.6% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 70.7%-50.7pp |
| Annual return | 20.37% | 16.69%+3.7pp | 134.60%-114.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,319 | $2,517-47.6% | $3,373-60.9% | $3,740-64.7% |
| Admin fee / account holder | $68 | $521-86.9% | $5,959-98.9% | $513-86.7% |