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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,379 | $42,894+12.8% | $60,874-20.5% | $68,494-29.4% |
| Participation rate | 94.4% | 66.8%+27.7pp | 73.1%+21.3pp | 67.9%+26.6pp |
| Annual return | -11.76% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $798 | $1,978-59.7% | $2,701-70.5% | $2,596-69.3% |
| Participant deferral / active EE | $798 | $2,867-72.2% | $3,817-79.1% | $4,027-80.2% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |