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 | $48,931 | $43,327+12.9% | $59,878-18.3% | $64,186-23.8% |
| Participation rate | 95.0% | 69.2%+25.8pp | 74.7%+20.3pp | 69.6%+25.4pp |
| Annual return | -3.19% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,140 | $2,028+54.8% | $2,722+15.4% | $2,381+31.9% |
| Participant deferral / active EE | $3,224 | $2,546+26.6% | $3,402-5.2% | $3,470-7.1% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |