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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,501 | $95,803+16.4% | $113,168-1.5% | $84,808+31.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.58% | 25.00%-20.4pp | 24.27%-19.7pp | 40.90%-36.3pp |
| Employer contribution / active EE | $1,811 | $2,360-23.2% | $2,975-39.1% | $2,631-31.2% |
| Participant deferral / active EE | $4,422 | $4,242+4.2% | $5,107-13.4% | $4,212+5.0% |
| Admin fee / account holder | $21 | $8,989-99.8% | $12,068-99.8% | $7,344-99.7% |