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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,329 | $78,826+24.7% | $91,001+8.1% | - |
| Participation rate | 100.0% | 75.7%+24.3pp | 75.6%+24.4pp | - |
| Annual return | 20.96% | 13.42%+7.5pp | 4.60%+16.4pp | - |
| Employer contribution / active EE | $573 | $2,032-71.8% | $2,456-76.7% | - |
| Participant deferral / active EE | $2,131 | $3,427-37.8% | $3,547-39.9% | - |
| Admin fee / account holder | $306 | $1,277-76.0% | $5,417-94.4% | - |