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 | $5,867 | $36,767-84.0% | $81,478-92.8% | $62,292-90.6% |
| Participation rate | 72.2% | 54.4%+17.8pp | 68.0%+4.3pp | 69.5%+2.7pp |
| Annual return | 30.08% | 173.80%-143.7pp | 38.78%-8.7pp | 28.90%+1.2pp |
| Employer contribution / active EE | $463 | $1,128-59.0% | $2,568-82.0% | $2,042-77.3% |
| Participant deferral / active EE | $1,626 | $2,111-23.0% | $3,537-54.0% | $3,169-48.7% |
| Admin fee / account holder | $1 | $797-99.9% | $4,561-100.0% | $479-99.8% |