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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,140 | $65,409-79.9% | $98,442-86.7% | $85,850-84.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.20% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,279 | $2,168-41.0% | $2,960-56.8% | $2,565-50.1% |
| Participant deferral / active EE | $1,781 | $3,166-43.7% | $4,276-58.3% | $3,952-54.9% |
| Admin fee / account holder | $3 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |