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.
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).
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 | $13,113 | $52,681-75.1% | $75,781-82.7% | $59,632-78.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -4.89% | 2.95%-7.8pp | 9.68%-14.6pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $2,750 | $2,193+25.4% | $3,323-17.2% | $2,203+24.9% |
| Participant deferral / active EE | $2,298 | $2,591-11.3% | $3,651-37.1% | $3,192-28.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |