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 | $72,612 | $46,360+56.6% | $147,614-50.8% | $52,331+38.8% |
| Participation rate | 88.8% | 64.9%+23.9pp | 84.6%+4.2pp | 68.1%+20.7pp |
| Annual return | 1.05% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,701 | $2,126+27.0% | $5,564-51.5% | $1,882+43.6% |
| Participant deferral / active EE | $5,194 | $2,258+130.1% | $4,895+6.1% | $3,022+71.9% |
| Admin fee / account holder | $14 | $766-98.2% | $11,611-99.9% | $592-97.6% |