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.
Employer 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 | $8,222 | $61,272-86.6% | $149,673-94.5% | $71,457-88.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.76% | 35.85%-22.1pp | 134.42%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $39 | $2,378-98.4% | $4,818-99.2% | $2,588-98.5% |
| Participant deferral / active EE | $1,913 | $2,917-34.4% | $5,680-66.3% | $4,289-55.4% |
| Admin fee / account holder | $12 | $1,261-99.1% | $13,210-99.9% | $1,587-99.2% |