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 | $41,232 | $60,165-31.5% | $74,183-44.4% | $55,167-25.3% |
| Participation rate | 87.2% | 74.2%+13.0pp | 76.6%+10.6pp | 69.0%+18.2pp |
| Annual return | 9.83% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,251 | $1,600+40.7% | $2,370-5.0% | $1,963+14.7% |
| Participant deferral / active EE | $2,879 | $2,973-3.1% | $3,550-18.9% | $3,054-5.7% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.6% |