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 | $48,094 | $56,199-14.4% | $67,652-28.9% | $59,632-19.3% |
| Participation rate | 93.8% | 71.5%+22.4pp | 75.7%+18.2pp | 68.7%+25.2pp |
| Annual return | 1.24% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,680 | $1,614+4.1% | $2,266-25.8% | $2,203-23.7% |
| Participant deferral / active EE | $1,573 | $2,844-44.7% | $3,560-55.8% | $3,192-50.7% |
| Admin fee / account holder | $30 | $3,958-99.2% | $4,821-99.4% | $4,297-99.3% |