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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,146 | $45,073-4.3% | $69,455-37.9% | $72,985-40.9% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.6%+23.8pp | 69.5%+29.0pp |
| Annual return | 2.06% | 22.65%-20.6pp | 28.97%-26.9pp | 81.00%-78.9pp |
| Employer contribution / active EE | $3,573 | $2,054+73.9% | $2,779+28.6% | $2,440+46.4% |
| Participant deferral / active EE | $3,586 | $2,602+37.8% | $3,535+1.4% | $3,607-0.6% |
| Admin fee / account holder | $39 | $3,056-98.7% | $3,839-99.0% | $5,124-99.2% |