See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,845 | $43,133-81.8% | $89,391-91.2% | $73,488-89.3% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 18.91% | 135.66%-116.8pp | 245.62%-226.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $25,952 | $1,438+1704.9% | $2,586+903.7% | $2,270+1043.2% |
| Participant deferral / active EE | $1,652 | $2,445-32.4% | $3,890-57.5% | $3,740-55.8% |
| Admin fee / account holder | $10 | $444-97.8% | $4,881-99.8% | $513-98.1% |