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 | $11,449 | $65,041-82.4% | $90,951-87.4% | $79,858-85.7% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 33.22% | 30.45%+2.8pp | 134.60%-101.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $460 | $1,247-63.1% | $2,122-78.3% | $2,471-81.4% |
| Participant deferral / active EE | $1,094 | $2,512-56.5% | $3,373-67.6% | $3,740-70.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |