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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,270 | $52,953-84.4% | $172,739-95.2% | $65,185-87.3% |
| Participation rate | 40.5% | 66.2%-25.7pp | 82.6%-42.2pp | 70.2%-29.7pp |
| Annual return | 52.95% | 30.12%+22.8pp | 802.84%-749.9pp | 29.38%+23.6pp |
| Employer contribution / active EE | $384 | $2,190-82.5% | $5,143-92.5% | $2,177-82.4% |
| Participant deferral / active EE | $1,310 | $2,471-47.0% | $5,198-74.8% | $3,514-62.7% |
| Admin fee / account holder | $160 | $472-66.0% | $13,954-98.9% | $847-81.1% |