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.
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 | $25,757 | $46,761-44.9% | $106,619-75.8% | $57,658-55.3% |
| Participation rate | 72.5% | 56.9%+15.7pp | 78.0%-5.5pp | 70.2%+2.3pp |
| Annual return | 6.10% | 15.77%-9.7pp | 9.42%-3.3pp | 5.13%+1.0pp |
| Employer contribution / active EE | $421 | $1,274-66.9% | $3,947-89.3% | $1,974-78.7% |
| Participant deferral / active EE | $752 | $1,954-61.5% | $3,930-80.9% | $3,061-75.4% |
| Admin fee / account holder | $10 | $97-90.1% | $6,418-99.9% | $95-89.9% |