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 | $55,681 | $54,320+2.5% | $67,652-17.7% | $52,331+6.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.38% | 6.81%-5.4pp | 6625.04%-6623.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,539 | $1,544+64.5% | $2,266+12.1% | $1,882+34.9% |
| Participant deferral / active EE | $2,763 | $2,950-6.4% | $3,560-22.4% | $3,022-8.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |