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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,995 | $60,795+6.9% | $69,455-6.4% | $65,185-0.3% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 5.48% | 17.46%-12.0pp | 28.97%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $2,851 | $2,452+16.3% | $2,779+2.6% | $2,177+31.0% |
| Participant deferral / active EE | $2,552 | $3,162-19.3% | $3,535-27.8% | $3,514-27.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |