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).
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 | $50,936 | $124,414-59.1% | $115,157-55.8% | $67,579-24.6% |
| Participation rate | 37.3% | 58.1%-20.8pp | 75.9%-38.6pp | 71.3%-34.0pp |
| Annual return | 22.78% | 29.40%-6.6pp | 35.60%-12.8pp | 378.56%-355.8pp |
| Employer contribution / active EE | $832 | $1,454-42.8% | $3,179-73.8% | $2,148-61.3% |
| Participant deferral / active EE | $1,335 | $2,331-42.7% | $4,168-68.0% | $3,539-62.3% |
| Admin fee / account holder | $7 | $361-98.0% | $7,088-99.9% | $142-95.0% |