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).
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 | $92,364 | $39,122+136.1% | $57,179+61.5% | $62,891+46.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.20% | 9.23%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,569 | $1,874+143.8% | $2,682+70.3% | $2,281+100.3% |
| Participant deferral / active EE | $3,887 | $2,374+63.7% | $3,096+25.5% | $3,203+21.3% |
| Admin fee / account holder | $3 | $2,592-99.9% | $3,139-99.9% | $4,296-99.9% |