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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,297 | $42,546+1.8% | $71,796-39.7% | $55,167-21.5% |
| Participation rate | 41.5% | 59.1%-17.6pp | 69.1%-27.6pp | 69.0%-27.5pp |
| Annual return | 8.39% | 12.36%-4.0pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $342 | $803-57.4% | $1,924-82.2% | $1,963-82.6% |
| Participant deferral / active EE | $2,030 | $2,064-1.7% | $2,794-27.4% | $3,054-33.5% |
| Admin fee / account holder | $21 | $650-96.8% | $4,815-99.6% | $504-95.8% |