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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,967 | $106,236-54.8% | $112,228-57.3% | $64,808-26.0% |
| Participation rate | 73.2% | 71.7%+1.5pp | 75.1%-1.9pp | 71.5%+1.7pp |
| Annual return | -16.45% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,131 | $3,166-32.7% | $3,635-41.4% | $2,506-15.0% |
| Participant deferral / active EE | $3,677 | $3,785-2.8% | $4,728-22.2% | $4,310-14.7% |
| Admin fee / account holder | $22 | $452-95.2% | $6,410-99.7% | $188-88.5% |