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.
Annual investment return 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 | $14,481 | $84,233-82.8% | $170,442-91.5% | $70,131-79.4% |
| Participation rate | 31.9% | 70.8%-38.9pp | 83.6%-51.7pp | 69.5%-37.7pp |
| Annual return | 4.55% | 23.06%-18.5pp | 205.93%-201.4pp | 73.14%-68.6pp |
| Employer contribution / active EE | $713 | $3,387-78.9% | $5,433-86.9% | $2,342-69.6% |
| Participant deferral / active EE | $1,221 | $3,086-60.4% | $4,939-75.3% | $3,332-63.3% |
| Admin fee / account holder | $134 | $5,698-97.6% | $13,880-99.0% | $4,645-97.1% |