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.
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 | $42,690 | $59,328-28.0% | $118,925-64.1% | $73,488-41.9% |
| Participation rate | 28.3% | 62.3%-34.0pp | 75.4%-47.0pp | 70.7%-42.3pp |
| Annual return | 18.20% | 19.13%-0.9pp | 35.88%-17.7pp | 28.51%-10.3pp |
| Employer contribution / active EE | $671 | $1,803-62.8% | $3,263-79.4% | $2,270-70.4% |
| Participant deferral / active EE | $890 | $2,604-65.8% | $4,265-79.1% | $3,740-76.2% |
| Admin fee / account holder | $110 | $600-81.6% | $6,581-98.3% | $513-78.5% |