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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,979 | $44,873+13.6% | $79,464-35.8% | $56,287-9.4% |
| Participation rate | 22.5% | 68.7%-46.3pp | 73.3%-50.9pp | 69.9%-47.4pp |
| Annual return | -5.09% | 0.81%-5.9pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,336 | $2,746-51.3% | $3,704-63.9% | $3,350-60.1% |
| Admin fee / account holder | $128 | $418-69.5% | $5,113-97.5% | $521-75.5% |