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 | $52,434 | $62,132-15.6% | $185,823-71.8% | $73,488-28.6% |
| Participation rate | 50.4% | 67.8%-17.4pp | 78.0%-27.6pp | 70.7%-20.3pp |
| Annual return | 19.02% | 20.44%-1.4pp | 35.95%-16.9pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,704 | $1,681+1.3% | $4,087-58.3% | $2,270-25.0% |
| Participant deferral / active EE | $2,324 | $3,711-37.4% | $5,632-58.7% | $3,740-37.9% |
| Admin fee / account holder | $229 | $419-45.3% | $9,500-97.6% | $513-55.3% |