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 | $32,275 | $56,503-42.9% | $70,092-54.0% | $64,808-50.2% |
| Participation rate | 71.5% | 70.5%+1.0pp | 70.5%+1.0pp | 71.5%0pp |
| Annual return | -15.88% | -13.44%-2.4pp | 190.73%-206.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,055 | $2,046-48.4% | $2,559-58.8% | $2,506-57.9% |
| Participant deferral / active EE | $2,777 | $3,389-18.1% | $3,849-27.8% | $4,310-35.6% |
| Admin fee / account holder | $179 | $160+11.4% | $6,267-97.1% | $188-4.9% |