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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,540 | $102,966-70.3% | $90,281-66.2% | $152,861-80.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 5.46% | 95.16%-89.7pp | 78.10%-72.6pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,214 | $3,139-29.5% | $2,854-22.4% | $4,762-53.5% |
| Participant deferral / active EE | $3,629 | $4,281-15.2% | $3,885-6.6% | $5,850-38.0% |
| Admin fee / account holder | $208 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |