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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,484 | $66,601-78.3% | $92,893-84.4% | $67,579-78.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 17.45% | 92.58%-75.1pp | 109.41%-92.0pp | 378.56%-361.1pp |
| Employer contribution / active EE | $2,806 | $2,775+1.1% | $3,653-23.2% | $2,148+30.6% |
| Participant deferral / active EE | $1,562 | $3,157-50.5% | $4,236-63.1% | $3,539-55.9% |
| Admin fee / account holder | $28 | $199-85.9% | $5,794-99.5% | $142-80.2% |