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 | $71,881 | $51,769+38.8% | $57,343+25.4% | $52,331+37.4% |
| Participation rate | 99.5% | 75.2%+24.2pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | 2.47% | 2.43%0pp | 24.39%-21.9pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,914 | $2,335-18.1% | $2,689-28.8% | $1,882+1.7% |
| Participant deferral / active EE | $1,862 | $2,794-33.4% | $3,162-41.1% | $3,022-38.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |