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).
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 | $20,707 | $75,183-72.5% | $123,892-83.3% | $55,167-62.5% |
| Participation rate | 74.3% | 72.8%+1.4pp | 81.4%-7.2pp | 69.0%+5.3pp |
| Annual return | 15.85% | 19.01%-3.2pp | 47.52%-31.7pp | 169.23%-153.4pp |
| Employer contribution / active EE | $549 | $2,823-80.6% | $4,617-88.1% | $1,963-72.0% |
| Participant deferral / active EE | $6,268 | $5,084+23.3% | $5,984+4.7% | $3,054+105.2% |
| Admin fee / account holder | $23 | $663-96.5% | $8,357-99.7% | $504-95.4% |