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 9-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).
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 | $25,650 | $58,320-56.0% | $86,436-70.3% | $66,914-61.7% |
| Participation rate | 97.2% | 78.6%+18.6pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | 12.12% | -9.71%+21.8pp | 4394.89%-4382.8pp | 1.58%+10.5pp |
| Employer contribution / active EE | $6,480 | $2,615+147.7% | $3,769+71.9% | $2,544+154.7% |
| Participant deferral / active EE | $11,910 | $6,899+72.6% | $6,952+71.3% | $4,237+181.1% |
| Admin fee / account holder | $17 | $546-96.9% | $6,731-99.7% | $593-97.1% |