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 | $11,933 | $75,183-84.1% | $123,892-90.4% | $55,167-78.4% |
| Participation rate | 93.6% | 72.8%+20.8pp | 81.4%+12.2pp | 69.0%+24.6pp |
| Annual return | 10.05% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,200 | $2,823-22.1% | $4,617-52.3% | $1,963+12.1% |
| Participant deferral / active EE | $4,091 | $5,084-19.5% | $5,984-31.6% | $3,054+33.9% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.3% |