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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,528 | $66,124+56.6% | $90,404+14.5% | $73,488+40.9% |
| Participation rate | 52.6% | 69.7%-17.0pp | 72.7%-20.1pp | 70.7%-18.0pp |
| Annual return | 15.46% | 17.65%-2.2pp | 1293.02%-1277.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $585 | $2,346-75.1% | $3,262-82.1% | $2,270-74.2% |
| Participant deferral / active EE | $3,374 | $3,039+11.0% | $3,963-14.9% | $3,740-9.8% |
| Admin fee / account holder | $15 | $396-96.1% | $5,611-99.7% | $513-97.0% |