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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $41,489 | $65,376-36.5% | $87,100-52.4% | $65,185-36.4% |
| Participation rate | 47.3% | 75.3%-28.1pp | 76.9%-29.6pp | 70.2%-22.9pp |
| Annual return | 34.57% | 31.27%+3.3pp | 28.19%+6.4pp | 29.38%+5.2pp |
| Employer contribution / active EE | $1,067 | $1,822-41.4% | $2,521-57.7% | $2,177-51.0% |
| Participant deferral / active EE | $3,258 | $3,388-3.8% | $4,049-19.5% | $3,514-7.3% |
| Admin fee / account holder | $9 | $520-98.2% | $7,497-99.9% | $847-98.9% |