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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,712 | $66,813-54.0% | $100,516-69.4% | $73,488-58.2% |
| Participation rate | 96.3% | 77.5%+18.9pp | 79.4%+16.9pp | 70.7%+25.6pp |
| Annual return | 28.70% | 25.70%+3.0pp | 30.89%-2.2pp | 28.51%+0.2pp |
| Employer contribution / active EE | $3,963 | $2,147+84.6% | $3,418+16.0% | $2,270+74.6% |
| Participant deferral / active EE | $7,294 | $5,883+24.0% | $6,270+16.3% | $3,740+95.1% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |