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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,432 | $84,696-66.4% | $75,696-62.4% | $167,490-83.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 10.84% | 199.36%-188.5pp | 104.53%-93.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,383 | $3,230-57.2% | $2,743-49.6% | $4,837-71.4% |
| Participant deferral / active EE | $1,701 | $4,580-62.9% | $3,821-55.5% | $6,341-73.2% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |