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 | $21,193 | $48,300-56.1% | $40,145,923-99.9% | $62,891-66.3% |
| Participation rate | 60.6% | 62.0%-1.4pp | 68.4%-7.8pp | 69.3%-8.7pp |
| Annual return | 7.95% | 6.95%+1.0pp | 5.24%+2.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2 | $1,333-99.8% | $1,844-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $1,398 | $2,388-41.4% | $2,591-46.0% | $3,203-56.3% |
| Admin fee / account holder | $0 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |