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 | $12,090 | $49,177-75.4% | $79,464-84.8% | $64,186-81.2% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 69.6%+29.2pp |
| Annual return | -3.10% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $626 | $2,076-69.9% | $2,800-77.7% | $2,381-73.7% |
| Participant deferral / active EE | $931 | $2,821-67.0% | $3,704-74.9% | $3,470-73.2% |
| Admin fee / account holder | $139 | $3,839-96.4% | $5,113-97.3% | $4,888-97.2% |