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 9-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 | $16,000 | $43,327-63.1% | $59,878-73.3% | $64,186-75.1% |
| Participation rate | 98.7% | 69.2%+29.5pp | 74.7%+24.0pp | 69.6%+29.1pp |
| Annual return | 6.87% | -1.55%+8.4pp | 3.46%+3.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $2,447 | $2,028+20.6% | $2,722-10.1% | $2,381+2.8% |
| Participant deferral / active EE | $1,867 | $2,546-26.7% | $3,402-45.1% | $3,470-46.2% |
| Admin fee / account holder | $24 | $3,005-99.2% | $3,590-99.3% | $4,888-99.5% |