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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,088 | $42,894-13.5% | $60,874-39.1% | $68,494-45.9% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | 35.97% | -13.98%+49.9pp | 16.90%+19.1pp | -7.84%+43.8pp |
| Employer contribution / active EE | $1,411 | $1,978-28.7% | $2,701-47.8% | $2,596-45.7% |
| Participant deferral / active EE | $1,733 | $2,867-39.5% | $3,817-54.6% | $4,027-57.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |