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 9-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).
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 | $52,675 | $78,705-33.1% | $117,854-55.3% | $70,131-24.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.00% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,685 | $2,223+65.7% | $3,786-2.7% | $2,342+57.3% |
| Participant deferral / active EE | $5,244 | $3,297+59.0% | $4,482+17.0% | $3,332+57.4% |
| Admin fee / account holder | $138 | $5,065-97.3% | $8,020-98.3% | $4,645-97.0% |