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 | $51,452 | $39,122+31.5% | $57,179-10.0% | $62,891-18.2% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.6pp |
| Annual return | 5.48% | 9.23%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,473 | $1,874-21.4% | $2,682-45.1% | $2,281-35.4% |
| Participant deferral / active EE | $1,428 | $2,374-39.9% | $3,096-53.9% | $3,203-55.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |