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 | $20,315 | $43,327-53.1% | $59,878-66.1% | $64,186-68.3% |
| Participation rate | 91.3% | 69.2%+22.1pp | 74.7%+16.6pp | 69.6%+21.7pp |
| Annual return | 12.13% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,228 | $2,546-51.8% | $3,402-63.9% | $3,470-64.6% |
| Admin fee / account holder | $4 | $3,005-99.9% | $3,590-99.9% | $4,888-99.9% |