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 9-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 | $7,671 | $28,109-72.7% | $71,086-89.2% | $56,287-86.4% |
| Participation rate | 29.5% | 40.4%-10.9pp | 54.7%-25.1pp | 69.9%-40.3pp |
| Annual return | -7.91% | -615.05%+607.1pp | 650.59%-658.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $367 | $558-34.1% | $1,088-66.2% | $2,111-82.6% |
| Participant deferral / active EE | $434 | $1,116-61.1% | $1,874-76.8% | $3,350-87.0% |
| Admin fee / account holder | $19 | $585-96.7% | $3,082-99.4% | $521-96.3% |