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 | $50,350 | $61,616-18.3% | $105,722-52.4% | $55,167-8.7% |
| Participation rate | 99.5% | 72.9%+26.6pp | 78.9%+20.6pp | 69.0%+30.5pp |
| Annual return | 6.71% | 11.15%-4.4pp | 12.25%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,926 | $3,043-3.8% | $4,079-28.3% | $1,963+49.1% |
| Participant deferral / active EE | $4,076 | $4,213-3.3% | $5,326-23.5% | $3,054+33.5% |
| Admin fee / account holder | $32 | $379-91.5% | $8,308-99.6% | $504-93.6% |