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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,722 | $287,456-95.2% | $170,442-91.9% | - |
| Participation rate | 52.6% | 60.6%-8.0pp | 83.6%-31.0pp | - |
| Annual return | 15.69% | 6.08%+9.6pp | 205.93%-190.2pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,433-100.0% | - |
| Participant deferral / active EE | $1,351 | $2,113-36.1% | $4,939-72.7% | - |
| Admin fee / account holder | $115 | $39,812-99.7% | $13,880-99.2% | - |