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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,652 | $66,457-38.8% | $81,382-50.0% | $77,643-47.6% |
| Participation rate | 79.2% | 68.7%+10.5pp | 69.5%+9.8pp | 70.6%+8.7pp |
| Annual return | 11.93% | 15.93%-4.0pp | 24.73%-12.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,092 | $2,159-49.4% | $2,463-55.7% | $2,726-60.0% |
| Participant deferral / active EE | $3,046 | $3,679-17.2% | $3,883-21.6% | $4,647-34.5% |
| Admin fee / account holder | $205 | $583-64.8% | $5,768-96.4% | $430-52.3% |