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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,832 | $91,407-68.5% | $135,903-78.8% | $71,457-59.7% |
| Participation rate | 88.4% | 75.7%+12.7pp | 81.9%+6.5pp | 67.9%+20.5pp |
| Annual return | 27.69% | 29.90%-2.2pp | 68.23%-40.5pp | 28.85%-1.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,473 | $7,092+118.2% | $7,758+99.4% | $4,289+260.8% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,762-99.8% | $1,587-98.5% |