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 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 | $35,479 | $54,350-34.7% | $82,719-57.1% | $68,494-48.2% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -11.31% | -13.67%+2.4pp | 701.18%-712.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,915 | $2,218-13.7% | $3,009-36.4% | $2,596-26.2% |
| Participant deferral / active EE | $3,866 | $3,246+19.1% | $4,395-12.0% | $4,027-4.0% |
| Admin fee / account holder | $233 | $4,395-94.7% | $5,329-95.6% | $5,403-95.7% |