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.
Employer 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 | $32,009 | $47,848-33.1% | $81,478-60.7% | $70,131-54.4% |
| Participation rate | 18.7% | 58.3%-39.6pp | 68.0%-49.3pp | 69.5%-50.9pp |
| Annual return | 17.01% | 27.25%-10.2pp | 38.78%-21.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $150 | $1,527-90.2% | $2,568-94.2% | $2,342-93.6% |
| Participant deferral / active EE | $1,490 | $2,453-39.3% | $3,537-57.9% | $3,332-55.3% |
| Admin fee / account holder | $99 | $3,145-96.8% | $4,561-97.8% | $4,645-97.9% |