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 | $19,116 | $39,245-51.3% | $64,105-70.2% | $52,331-63.5% |
| Participation rate | 76.6% | 58.2%+18.4pp | 68.2%+8.4pp | 68.1%+8.5pp |
| Annual return | 2.37% | 14.79%-12.4pp | 791.24%-788.9pp | 4.54%-2.2pp |
| Employer contribution / active EE | $889 | $736+20.8% | $1,820-51.1% | $1,882-52.7% |
| Participant deferral / active EE | $2,179 | $1,992+9.4% | $2,822-22.8% | $3,022-27.9% |
| Admin fee / account holder | $38 | $592-93.5% | $4,499-99.1% | $592-93.5% |