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 | $56,408 | $55,002+2.6% | $59,878-5.8% | $56,287+0.2% |
| Participation rate | 91.8% | 75.9%+15.9pp | 74.7%+17.1pp | 69.9%+22.0pp |
| Annual return | 11.98% | 1.13%+10.8pp | 3.46%+8.5pp | -9.96%+21.9pp |
| Employer contribution / active EE | $6,077 | $2,448+148.2% | $2,722+123.3% | $2,111+187.9% |
| Participant deferral / active EE | $5,227 | $3,121+67.5% | $3,402+53.6% | $3,350+56.0% |
| Admin fee / account holder | $24 | $236-89.6% | $3,590-99.3% | $521-95.3% |