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 | $69,384 | $86,332-19.6% | $125,175-44.6% | $65,185+6.4% |
| Participation rate | 73.1% | 75.3%-2.2pp | 79.8%-6.6pp | 70.2%+2.9pp |
| Annual return | 21.00% | 27.43%-6.4pp | 43.79%-22.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,717 | $2,040+33.2% | $3,865-29.7% | $2,177+24.8% |
| Participant deferral / active EE | $5,844 | $3,537+65.2% | $4,937+18.4% | $3,514+66.3% |
| Admin fee / account holder | $15 | $609-97.6% | $9,702-99.9% | $847-98.3% |