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 | $74,028 | $48,230+53.5% | $67,502+9.7% | $80,856-8.4% |
| Participation rate | 93.6% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+26.0pp |
| Annual return | 12.95% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,872 | $2,020+42.2% | $2,731+5.2% | $2,755+4.3% |
| Participant deferral / active EE | $2,872 | $2,924-1.8% | $4,000-28.2% | $4,296-33.1% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |