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 | $63,771 | $99,957-36.2% | $149,696-57.4% | $73,488-13.2% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.5pp | 70.7%+17.3pp |
| Annual return | 18.30% | 53.87%-35.6pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,318 | $3,191-58.7% | $4,644-71.6% | $2,270-41.9% |
| Participant deferral / active EE | $4,913 | $6,073-19.1% | $6,842-28.2% | $3,740+31.4% |
| Admin fee / account holder | $29 | $551-94.8% | $9,309-99.7% | $513-94.4% |