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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,183 | $58,879+107.5% | $178,490-31.5% | $73,488+66.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.01% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $5,000 | $2,236+123.6% | $5,011-0.2% | $2,270+120.3% |
| Participant deferral / active EE | $4,616 | $2,567+79.8% | $5,202-11.3% | $3,740+23.4% |
| Admin fee / account holder | $478 | $400+19.4% | $13,984-96.6% | $513-6.8% |