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).
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 | $22,555 | $65,322-65.5% | $70,449-68.0% | $73,488-69.3% |
| Participation rate | 97.0% | 77.0%+20.1pp | 75.1%+22.0pp | 70.7%+26.4pp |
| Annual return | 5.50% | 15.71%-10.2pp | 109.03%-103.5pp | 28.51%-23.0pp |
| Employer contribution / active EE | $3,099 | $2,460+26.0% | $2,737+13.2% | $2,270+36.5% |
| Participant deferral / active EE | $2,318 | $3,375-31.3% | $3,709-37.5% | $3,740-38.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |