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 7-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.
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 | $9,420 | $38,365-75.4% | $84,611-88.9% | $65,185-85.5% |
| Participation rate | 38.1% | 55.7%-17.6pp | 68.2%-30.1pp | 70.2%-32.1pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.74%-258.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,226 | $1,258-2.6% | $2,652-53.8% | $2,177-43.7% |
| Participant deferral / active EE | $1,942 | $2,278-14.8% | $3,899-50.2% | $3,514-44.7% |
| Admin fee / account holder | $43 | $451-90.5% | $4,912-99.1% | $847-95.0% |