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 | $10,034 | $50,958-80.3% | $74,550-86.5% | $64,186-84.4% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.1%+8.2pp | 69.6%+7.8pp |
| Annual return | -5.58% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $512 | $1,115-54.1% | $1,961-73.9% | $2,381-78.5% |
| Participant deferral / active EE | $1,127 | $2,301-51.0% | $3,108-63.7% | $3,470-67.5% |
| Admin fee / account holder | $28 | $4,223-99.3% | $5,060-99.4% | $4,888-99.4% |