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 | $53,753 | $45,035+19.4% | $62,995-14.7% | $70,131-23.4% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.2pp |
| Annual return | 13.07% | 18.76%-5.7pp | 87.57%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,446 | $2,051-29.5% | $2,759-47.6% | $2,342-38.2% |
| Participant deferral / active EE | $1,433 | $2,465-41.8% | $3,329-57.0% | $3,332-57.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |