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 7-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,291 | $58,879-60.4% | $178,490-87.0% | $73,488-68.3% |
| Participation rate | 98.8% | 66.2%+32.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 26.53% | 24.86%+1.7pp | 151.07%-124.5pp | 28.51%-2.0pp |
| Employer contribution / active EE | $2,110 | $2,236-5.6% | $5,011-57.9% | $2,270-7.0% |
| Participant deferral / active EE | $3,710 | $2,567+44.5% | $5,202-28.7% | $3,740-0.8% |
| Admin fee / account holder | $106 | $400-73.6% | $13,984-99.2% | $513-79.4% |