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 | $22,636 | $42,894-47.2% | $60,874-62.8% | $68,494-67.0% |
| Participation rate | 91.6% | 66.8%+24.8pp | 73.1%+18.5pp | 67.9%+23.7pp |
| Annual return | -8.07% | -13.98%+5.9pp | 16.90%-25.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $1,724 | $1,978-12.9% | $2,701-36.2% | $2,596-33.6% |
| Participant deferral / active EE | $1,597 | $2,867-44.3% | $3,817-58.1% | $4,027-60.3% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |