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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,168 | $59,186-67.6% | $76,768-75.0% | $56,287-65.9% |
| Participation rate | 90.7% | 75.2%+15.4pp | 77.0%+13.7pp | 69.9%+20.8pp |
| Annual return | -7.14% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,582 | $1,759-10.1% | $2,485-36.4% | $2,111-25.1% |
| Participant deferral / active EE | $2,674 | $3,255-17.8% | $3,852-30.6% | $3,350-20.2% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |