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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,322 | $58,512-78.9% | $84,015-85.3% | $72,985-83.1% |
| Participation rate | 73.3% | 61.2%+12.1pp | 69.0%+4.3pp | 69.5%+3.8pp |
| Annual return | 22.16% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,154 | $1,163-0.8% | $1,983-41.8% | $2,440-52.7% |
| Participant deferral / active EE | $1,769 | $2,394-26.1% | $3,239-45.4% | $3,607-51.0% |
| Admin fee / account holder | $229 | $4,569-95.0% | $6,101-96.2% | $5,124-95.5% |