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 | $30,282 | $28,416+6.6% | $73,545-58.8% | $69,631-56.5% |
| Participation rate | 22.0% | 38.3%-16.3pp | 54.9%-32.9pp | 70.7%-48.7pp |
| Annual return | 8.93% | -694.13%+703.1pp | -15.16%+24.1pp | 27571.02%-27562.1pp |
| Employer contribution / active EE | $130 | $430-69.9% | $1,219-89.4% | $2,032-93.6% |
| Participant deferral / active EE | $734 | $897-18.1% | $1,806-59.3% | $3,224-77.2% |
| Admin fee / account holder | $20 | $104-80.7% | $2,320-99.1% | $110-81.7% |