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).
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 | $62,233 | $58,726+6.0% | $92,233-32.5% | $62,292-0.1% |
| Participation rate | 40.3% | 68.3%-28.0pp | 76.5%-36.2pp | 69.5%-29.2pp |
| Annual return | 13.33% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $825 | $2,392-65.5% | $3,679-77.6% | $2,042-59.6% |
| Participant deferral / active EE | $1,332 | $2,766-51.8% | $3,897-65.8% | $3,169-58.0% |
| Admin fee / account holder | $72 | $556-87.0% | $5,194-98.6% | $479-84.9% |