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 7-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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,167 | $99,640-90.8% | $86,436-89.4% | $134,475-93.2% |
| Participation rate | 81.0% | 82.0%-1.1pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -19.11% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $8,701 | $4,400+97.7% | $3,769+130.9% | $4,740+83.6% |
| Participant deferral / active EE | $21,213 | $7,246+192.7% | $6,952+205.2% | $6,400+231.5% |
| Admin fee / account holder | $5 | $8,371-99.9% | $6,731-99.9% | $11,426-100.0% |