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 3-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.
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 | $16,090 | $44,960-64.2% | $84,966-81.1% | $74,495-78.4% |
| Participation rate | 91.1% | 49.4%+41.8pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 56.10% | 26.24%+29.9pp | 66.38%-10.3pp | 1364.94%-1308.8pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,249 | $2,731+165.5% | $4,519+60.4% | $4,346+66.8% |
| Admin fee / account holder | $22 | $2,209-99.0% | $6,149-99.6% | $1,942-98.9% |