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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,865 | $72,277-28.2% | $101,248-48.8% | $79,858-35.1% |
| Participation rate | 70.5% | 68.5%+2.1pp | 75.8%-5.3pp | 69.6%+0.9pp |
| Annual return | 18.28% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,673 | $2,692-37.8% | $3,660-54.3% | $2,471-32.3% |
| Participant deferral / active EE | $3,109 | $3,282-5.3% | $4,370-28.9% | $3,740-16.9% |
| Admin fee / account holder | $225 | $4,400-94.9% | $5,945-96.2% | $5,306-95.8% |