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 | $28,979 | $52,884-45.2% | $84,750-65.8% | $55,167-47.5% |
| Participation rate | 84.7% | 67.5%+17.2pp | 76.6%+8.1pp | 69.0%+15.7pp |
| Annual return | 7.02% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,570 | $2,644-40.6% | $3,712-57.7% | $3,054-48.6% |
| Admin fee / account holder | $59 | $581-89.8% | $5,332-98.9% | $504-88.2% |