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 | $19,688 | $56,485-65.1% | $185,823-89.4% | $86,799-77.3% |
| Participation rate | 91.7% | 65.5%+26.3pp | 81.7%+10.0pp | 72.3%+19.5pp |
| Annual return | 12.92% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $2,111 | $1,843+14.5% | $5,167-59.2% | $2,405-12.3% |
| Participant deferral / active EE | $975 | $2,553-61.8% | $5,568-82.5% | $4,131-76.4% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |