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.
Annual investment return 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 | $20,723 | $55,002-62.3% | $59,878-65.4% | $56,287-63.2% |
| Participation rate | 55.2% | 75.9%-20.7pp | 74.7%-19.5pp | 69.9%-14.6pp |
| Annual return | -7.15% | 1.13%-8.3pp | 3.46%-10.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $850 | $2,448-65.3% | $2,722-68.8% | $2,111-59.7% |
| Participant deferral / active EE | $1,422 | $3,121-54.4% | $3,402-58.2% | $3,350-57.5% |
| Admin fee / account holder | $9 | $236-96.0% | $3,590-99.7% | $521-98.2% |