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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,809 | $51,288-55.5% | $81,983-72.2% | $73,409-68.9% |
| Participation rate | 20.0% | 64.0%-44.0pp | 69.2%-49.3pp | 72.2%-52.2pp |
| Annual return | 19.48% | 29.48%-10.0pp | 41.31%-21.8pp | 59.29%-39.8pp |
| Employer contribution / active EE | $432 | $1,487-70.9% | $2,498-82.7% | $2,234-80.6% |
| Participant deferral / active EE | $643 | $2,715-76.3% | $3,722-82.7% | $3,805-83.1% |
| Admin fee / account holder | $160 | $125+27.5% | $5,664-97.2% | $158+1.2% |