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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,248 | $42,894-15.5% | $60,874-40.5% | $68,494-47.1% |
| Participation rate | 94.0% | 66.8%+27.2pp | 73.1%+20.9pp | 67.9%+26.1pp |
| Annual return | -14.29% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,937 | $1,978+301.2% | $2,701+193.8% | $2,596+205.7% |
| Participant deferral / active EE | $5,023 | $2,867+75.2% | $3,817+31.6% | $4,027+24.7% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |