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 | $65,946 | $46,553+41.7% | $64,056+3.0% | $75,163-12.3% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.5pp |
| Annual return | 15.84% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,173 | $1,974+60.8% | $2,747+15.5% | $2,670+18.9% |
| Participant deferral / active EE | $2,973 | $2,837+4.8% | $3,880-23.4% | $4,125-27.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |