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 | $59,917 | $43,327+38.3% | $59,878+0.1% | $64,186-6.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.89% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $412 | $2,028-79.7% | $2,722-84.9% | $2,381-82.7% |
| Participant deferral / active EE | $2,686 | $2,546+5.5% | $3,402-21.0% | $3,470-22.6% |
| Admin fee / account holder | $165 | $3,005-94.5% | $3,590-95.4% | $4,888-96.6% |