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 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 | $37,730 | $78,485-51.9% | $106,213-64.5% | $74,495-49.4% |
| Participation rate | 73.9% | 72.8%+1.1pp | 75.3%-1.4pp | 67.2%+6.7pp |
| Annual return | 16.17% | 15.95%+0.2pp | 116.14%-100.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $713 | $2,523-71.7% | $3,171-77.5% | $2,623-72.8% |
| Participant deferral / active EE | $2,134 | $4,322-50.6% | $5,016-57.5% | $4,346-50.9% |
| Admin fee / account holder | $49 | $2,232-97.8% | $11,033-99.6% | $1,942-97.5% |