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.
Participant 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 | $12,875 | $52,293-75.4% | $178,490-92.8% | $73,409-82.5% |
| Participation rate | 13.3% | 65.3%-52.0pp | 81.9%-68.6pp | 72.2%-58.8pp |
| Annual return | 15.84% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $590 | $2,332-74.7% | $5,202-88.7% | $3,805-84.5% |
| Admin fee / account holder | $10 | $127-92.1% | $13,984-99.9% | $158-93.6% |