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 5-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 | $9,126 | $56,053-83.7% | $75,972-88.0% | $80,856-88.7% |
| Participation rate | 91.3% | 62.0%+29.3pp | 69.1%+22.3pp | 67.6%+23.7pp |
| Annual return | 13.11% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,333 | $3,052+238.6% | $4,255+142.8% | $4,296+140.5% |
| Admin fee / account holder | $16 | $5,234-99.7% | $6,467-99.8% | $6,918-99.8% |