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 | $121,987 | $79,124+54.2% | $60,874+100.4% | $64,808+88.2% |
| Participation rate | 94.5% | 77.7%+16.8pp | 73.1%+21.4pp | 71.5%+23.0pp |
| Annual return | -11.99% | -7.13%-4.9pp | 16.90%-28.9pp | 32.82%-44.8pp |
| Employer contribution / active EE | $6,153 | $3,050+101.7% | $2,701+127.8% | $2,506+145.5% |
| Participant deferral / active EE | $4,122 | $3,725+10.7% | $3,817+8.0% | $4,310-4.4% |
| Admin fee / account holder | $51 | $106-51.8% | $3,224-98.4% | $188-72.9% |