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 | $82,201 | $99,957-17.8% | $149,696-45.1% | $73,488+11.9% |
| Participation rate | 58.7% | 75.7%-17.0pp | 82.5%-23.8pp | 70.7%-12.0pp |
| Annual return | 14.98% | 53.87%-38.9pp | 276.60%-261.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,367 | $3,191-25.8% | $4,644-49.0% | $2,270+4.3% |
| Participant deferral / active EE | $4,240 | $6,073-30.2% | $6,842-38.0% | $3,740+13.4% |
| Admin fee / account holder | $21 | $551-96.1% | $9,309-99.8% | $513-95.8% |