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).
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 | $48,367 | $42,548+13.7% | $74,550-35.1% | $56,287-14.1% |
| Participation rate | 72.5% | 60.5%+12.0pp | 69.1%+3.4pp | 69.9%+2.6pp |
| Annual return | 99.24% | 12.40%+86.8pp | 32.53%+66.7pp | -9.96%+109.2pp |
| Employer contribution / active EE | $472 | $855-44.8% | $1,961-75.9% | $2,111-77.6% |
| Participant deferral / active EE | $3,191 | $2,277+40.1% | $3,108+2.7% | $3,350-4.7% |
| Admin fee / account holder | $25 | $467-94.6% | $5,060-99.5% | $521-95.2% |