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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,941 | $30,147-53.8% | $58,482-76.2% | $80,160-82.6% |
| Participation rate | 27.4% | 34.4%-7.0pp | 50.9%-23.4pp | 72.9%-45.5pp |
| Annual return | 24.64% | 21.97%+2.7pp | 4239.32%-4214.7pp | 40.38%-15.7pp |
| Employer contribution / active EE | $510 | $528-3.4% | $1,053-51.6% | $2,978-82.9% |
| Participant deferral / active EE | $988 | $1,249-20.9% | $1,924-48.6% | $5,017-80.3% |
| Admin fee / account holder | $6 | $195-97.1% | $2,516-99.8% | $145-96.2% |