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).
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 | $87,064 | $73,102+19.1% | $123,544-29.5% | $56,287+54.7% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -6.22% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,495 | $2,977+51.0% | $4,628-2.9% | $2,111+112.9% |
| Participant deferral / active EE | $6,821 | $5,423+25.8% | $6,426+6.2% | $3,350+103.6% |
| Admin fee / account holder | $236 | $554-57.3% | $9,284-97.5% | $521-54.7% |