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 9-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 | $66,484 | $60,795+9.4% | $69,455-4.3% | $65,185+2.0% |
| Participation rate | 96.1% | 74.9%+21.2pp | 74.6%+21.5pp | 70.2%+25.9pp |
| Annual return | 19.38% | 17.46%+1.9pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,203 | $2,452-10.2% | $2,779-20.7% | $2,177+1.2% |
| Participant deferral / active EE | $2,065 | $3,162-34.7% | $3,535-41.6% | $3,514-41.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |