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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,805 | $109,327-79.1% | $89,391-74.5% | $158,922-85.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.16% | 345.68%-337.5pp | 245.62%-237.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $8,483 | $3,170+167.6% | $2,586+228.1% | $4,761+78.2% |
| Participant deferral / active EE | $30,044 | $4,598+553.4% | $3,890+672.3% | $5,982+402.2% |
| Admin fee / account holder | $41 | $6,153-99.3% | $4,881-99.2% | $11,246-99.6% |