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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,178 | $49,227-48.9% | $70,449-64.3% | $79,858-68.5% |
| Participation rate | 78.8% | 69.2%+9.6pp | 75.1%+3.7pp | 69.6%+9.1pp |
| Annual return | 2.12% | 30.06%-27.9pp | 109.03%-106.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $958 | $2,099-54.3% | $2,737-65.0% | $2,471-61.2% |
| Participant deferral / active EE | $1,997 | $2,768-27.8% | $3,709-46.2% | $3,740-46.6% |
| Admin fee / account holder | $70 | $2,878-97.6% | $3,845-98.2% | $5,306-98.7% |