Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,698 | $122,239-9.4% | $184,200-39.9% | $74,546+48.5% |
| Participation rate | 76.9% | 85.5%-8.6pp | 86.8%-10.0pp | 67.2%+9.6pp |
| Annual return | 25.00% | 19.95%+5.1pp | 28.80%-3.8pp | 1366.03%-1341.0pp |
| Employer contribution / active EE | $6,355 | $4,537+40.1% | $6,424-1.1% | $2,624+142.2% |
| Participant deferral / active EE | $12,498 | $7,139+75.1% | $9,132+36.9% | $4,347+187.5% |
| Admin fee / account holder | $72 | $1,260-94.2% | $13,907-99.5% | $1,944-96.3% |