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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,436 | $42,548-7.3% | $74,550-47.1% | $56,287-29.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -9.34% | 12.40%-21.7pp | 32.53%-41.9pp | -9.96%+0.6pp |
| Employer contribution / active EE | $855 | $855-0.1% | $1,961-56.4% | $2,111-59.5% |
| Participant deferral / active EE | $4,573 | $2,277+100.8% | $3,108+47.1% | $3,350+36.5% |
| Admin fee / account holder | $0 | $467-99.9% | $5,060-100.0% | $521-99.9% |