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 | $15,160 | $46,360-67.3% | $147,614-89.7% | $52,331-71.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.57% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $670 | $2,126-68.5% | $5,564-88.0% | $1,882-64.4% |
| Participant deferral / active EE | $1,035 | $2,258-54.1% | $4,895-78.9% | $3,022-65.7% |
| Admin fee / account holder | $17 | $766-97.8% | $11,611-99.9% | $592-97.1% |