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 | $45,548 | $44,221+3.0% | $121,196-62.4% | $56,287-19.1% |
| Participation rate | 39.4% | 61.1%-21.7pp | 71.7%-32.4pp | 69.9%-30.5pp |
| Annual return | -8.47% | -3.58%-4.9pp | 16.93%-25.4pp | -9.96%+1.5pp |
| Employer contribution / active EE | $946 | $1,480-36.1% | $4,022-76.5% | $2,111-55.2% |
| Participant deferral / active EE | $2,005 | $2,521-20.5% | $3,344-40.0% | $3,350-40.1% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |