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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,758 | $64,286-24.2% | $90,951-46.4% | $73,409-33.6% |
| Participation rate | 74.3% | 63.6%+10.8pp | 69.0%+5.3pp | 72.2%+2.2pp |
| Annual return | 16.06% | 21.45%-5.4pp | 134.60%-118.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $473 | $895-47.1% | $2,122-77.7% | $2,234-78.8% |
| Participant deferral / active EE | $3,826 | $2,453+56.0% | $3,373+13.4% | $3,805+0.5% |
| Admin fee / account holder | $8 | $287-97.3% | $5,959-99.9% | $158-95.0% |