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).
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 | $52,867 | $70,083-24.6% | $59,878-11.7% | $55,725-5.1% |
| Participation rate | 96.1% | 78.4%+17.7pp | 74.7%+21.4pp | 70.9%+25.2pp |
| Annual return | -2.31% | 3.13%-5.4pp | 3.46%-5.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $2,355 | $2,878-18.2% | $2,722-13.5% | $2,078+13.3% |
| Participant deferral / active EE | $3,042 | $3,079-1.2% | $3,402-10.6% | $3,356-9.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |