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.
Employer 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 | $84,315 | $63,924+31.9% | $108,579-22.3% | $55,167+52.8% |
| Participation rate | 73.1% | 74.3%-1.3pp | 79.6%-6.5pp | 69.0%+4.1pp |
| Annual return | 7.38% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,814 | $3,067+122.2% | $4,311+58.1% | $3,054+123.1% |
| Admin fee / account holder | $8 | $618-98.7% | $7,645-99.9% | $504-98.4% |