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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,849 | $55,790-34.0% | $76,817-52.0% | $67,579-45.5% |
| Participation rate | 57.0% | 71.1%-14.0pp | 72.1%-15.0pp | 71.3%-14.2pp |
| Annual return | 19.27% | 64.45%-45.2pp | 1166.11%-1146.8pp | 378.56%-359.3pp |
| Employer contribution / active EE | $746 | $1,810-58.8% | $2,302-67.6% | $2,148-65.3% |
| Participant deferral / active EE | $2,022 | $2,875-29.7% | $3,336-39.4% | $3,539-42.9% |
| Admin fee / account holder | $214 | $159+34.8% | $6,420-96.7% | $142+50.7% |