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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,983 | $60,989-54.1% | $60,874-54.0% | $66,914-58.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -10.91% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $2,518 | $2,661-5.3% | $2,701-6.8% | $2,544-1.0% |
| Participant deferral / active EE | $418 | $3,615-88.4% | $3,817-89.0% | $4,237-90.1% |
| Admin fee / account holder | $138 | $338-59.4% | $3,224-95.7% | $593-76.8% |