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.
Participant contribution per participant 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 | $12,320 | $51,769-76.2% | $57,343-78.5% | $52,331-76.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 75.1%+17.8pp | 68.1%+24.8pp |
| Annual return | 1.48% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $704 | $2,335-69.9% | $2,689-73.8% | $1,882-62.6% |
| Participant deferral / active EE | $397 | $2,794-85.8% | $3,162-87.4% | $3,022-86.9% |
| Admin fee / account holder | $1 | $295-99.6% | $3,356-100.0% | $592-99.8% |