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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $75,567 | $62,586+20.7% | $76,768-1.6% | $64,186+17.7% |
| Participation rate | 91.0% | 72.8%+18.2pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | 201.15% | -1.95%+203.1pp | 2.43%+198.7pp | 7.63%+193.5pp |
| Employer contribution / active EE | $3,034 | $1,832+65.6% | $2,485+22.1% | $2,381+27.4% |
| Participant deferral / active EE | $2,771 | $3,145-11.9% | $3,852-28.1% | $3,470-20.1% |
| Admin fee / account holder | $1 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |