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 | $50,497 | $70,475-28.3% | $100,516-49.8% | $79,858-36.8% |
| Participation rate | 87.9% | 73.7%+14.2pp | 79.4%+8.5pp | 69.6%+18.2pp |
| Annual return | 16.07% | 21.90%-5.8pp | 30.89%-14.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,404 | $2,165-35.1% | $3,418-58.9% | $2,471-43.2% |
| Participant deferral / active EE | $11,890 | $5,181+129.5% | $6,270+89.6% | $3,740+217.9% |
| Admin fee / account holder | $29 | $4,478-99.4% | $8,081-99.6% | $5,306-99.5% |