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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,719 | $66,124-80.8% | $90,404-85.9% | $73,488-82.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 5.83% | 17.65%-11.8pp | 1293.02%-1287.2pp | 28.51%-22.7pp |
| Employer contribution / active EE | $1,037 | $2,346-55.8% | $3,262-68.2% | $2,270-54.3% |
| Participant deferral / active EE | $1,110 | $3,039-63.5% | $3,963-72.0% | $3,740-70.3% |
| Admin fee / account holder | $13 | $396-96.7% | $5,611-99.8% | $513-97.4% |