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 | $9,848 | $46,072-78.6% | $70,014-85.9% | $55,167-82.1% |
| Participation rate | 24.8% | 67.5%-42.6pp | 71.8%-47.0pp | 69.0%-44.1pp |
| Annual return | 8.74% | 8.68%+0.1pp | 12.99%-4.2pp | 169.23%-160.5pp |
| Employer contribution / active EE | $489 | $1,500-67.4% | $2,338-79.1% | $1,963-75.1% |
| Participant deferral / active EE | $969 | $2,344-58.6% | $2,931-66.9% | $3,054-68.3% |
| Admin fee / account holder | $7 | $428-98.4% | $4,380-99.8% | $504-98.6% |