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 | $11,367 | $46,360-75.5% | $147,614-92.3% | $52,331-78.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.38% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $808 | $2,126-62.0% | $5,564-85.5% | $1,882-57.1% |
| Participant deferral / active EE | $1,510 | $2,258-33.1% | $4,895-69.2% | $3,022-50.1% |
| Admin fee / account holder | $17 | $766-97.8% | $11,611-99.9% | $592-97.1% |