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 reported corrective distributions (failed ADP/ACP testing).
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 | $30,813 | $73,638-58.2% | $95,952-67.9% | $73,488-58.1% |
| Participation rate | 73.3% | 76.2%-2.8pp | 77.1%-3.7pp | 70.7%+2.7pp |
| Annual return | 14.69% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,408 | $1,863-24.4% | $2,541-44.6% | $2,270-38.0% |
| Participant deferral / active EE | $3,604 | $3,617-0.4% | $4,167-13.5% | $3,740-3.6% |
| Admin fee / account holder | $32 | $482-93.4% | $6,795-99.5% | $513-93.8% |