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 | $14,150 | $47,977-70.5% | $154,107-90.8% | $56,287-74.9% |
| Participation rate | 57.3% | 66.2%-8.8pp | 83.0%-25.7pp | 69.9%-12.5pp |
| Annual return | -4.32% | 3.54%-7.9pp | 735.12%-739.4pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,098 | $2,392-12.3% | $5,081-58.7% | $3,350-37.4% |
| Admin fee / account holder | $124 | $438-71.7% | $13,411-99.1% | $521-76.2% |