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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,064 | $74,706-30.3% | $75,696-31.2% | $79,386-34.4% |
| Participation rate | 94.0% | 75.3%+18.7pp | 74.8%+19.2pp | 70.7%+23.3pp |
| Annual return | 13.45% | 18.52%-5.1pp | 104.53%-91.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $3,608 | $2,590+39.3% | $2,743+31.5% | $2,427+48.6% |
| Participant deferral / active EE | $798 | $3,533-77.4% | $3,821-79.1% | $4,046-80.3% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |