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 7-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.
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 | $4,125 | $47,977-91.4% | $154,107-97.3% | $56,287-92.7% |
| Participation rate | 39.0% | 66.2%-27.2pp | 83.0%-44.0pp | 69.9%-30.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $819 | $2,169-62.2% | $5,298-84.5% | $2,111-61.2% |
| Participant deferral / active EE | $821 | $2,392-65.7% | $5,081-83.8% | $3,350-75.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |