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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,333 | $55,453-74.2% | $170,442-91.6% | $62,292-77.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.27% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,445 | $2,164-33.2% | $5,433-73.4% | $2,042-29.2% |
| Participant deferral / active EE | $1,129 | $2,303-51.0% | $4,939-77.1% | $3,169-64.4% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |