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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,129 | $104,475-79.8% | $159,436-86.7% | $79,386-73.4% |
| Participation rate | 94.3% | 76.6%+17.7pp | 82.8%+11.5pp | 70.7%+23.6pp |
| Annual return | 74.26% | 67.95%+6.3pp | 263.57%-189.3pp | 116.85%-42.6pp |
| Employer contribution / active EE | $3,070 | $3,417-10.1% | $4,829-36.4% | $2,427+26.5% |
| Participant deferral / active EE | $5,431 | $6,467-16.0% | $7,352-26.1% | $4,046+34.3% |
| Admin fee / account holder | $14 | $711-98.1% | $10,799-99.9% | $626-97.8% |