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 | $30,417 | $72,492-58.0% | $87,100-65.1% | $72,985-58.3% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 19.73% | 24.46%-4.7pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,878 | $1,894-0.9% | $2,521-25.5% | $2,440-23.0% |
| Participant deferral / active EE | $5,145 | $3,270+57.3% | $4,049+27.1% | $3,607+42.6% |
| Admin fee / account holder | $49 | $5,055-99.0% | $7,497-99.3% | $5,124-99.0% |