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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,510 | $73,404-65.2% | $87,100-70.7% | $67,579-62.3% |
| Participation rate | 84.5% | 80.9%+3.7pp | 76.9%+7.7pp | 71.3%+13.3pp |
| Annual return | 18.67% | 48.29%-29.6pp | 28.19%-9.5pp | 378.56%-359.9pp |
| Employer contribution / active EE | $594 | $2,014-70.5% | $2,521-76.5% | $2,148-72.4% |
| Participant deferral / active EE | $2,110 | $3,913-46.1% | $4,049-47.9% | $3,539-40.4% |
| Admin fee / account holder | $208 | $142+46.8% | $7,497-97.2% | $142+46.0% |