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 8-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 | $22,331 | $84,487-73.6% | $125,339-82.2% | $66,914-66.6% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.8pp | 69.8%+25.3pp |
| Annual return | -10.45% | -8.39%-2.1pp | 572.05%-582.5pp | 1.58%-12.0pp |
| Employer contribution / active EE | $7,726 | $3,553+117.4% | $4,814+60.5% | $2,544+203.7% |
| Participant deferral / active EE | $14,198 | $6,781+109.4% | $7,446+90.7% | $4,237+235.1% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.8% | $593-97.4% |