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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,316 | $104,697+2.5% | $96,544+11.2% | $80,160+33.9% |
| Participation rate | 93.2% | 86.4%+6.9pp | 76.0%+17.3pp | 72.9%+20.3pp |
| Annual return | 22.67% | 21.78%+0.9pp | 25.84%-3.2pp | 40.38%-17.7pp |
| Employer contribution / active EE | $3,942 | $3,536+11.5% | $2,965+33.0% | $2,978+32.4% |
| Participant deferral / active EE | $6,349 | $6,188+2.6% | $4,851+30.9% | $5,017+26.5% |
| Admin fee / account holder | -$22 | $107-120.8% | $8,252-100.3% | $145-115.3% |