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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,196 | $49,227-63.0% | $70,449-74.2% | $79,858-77.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.95% | 30.06%-23.1pp | 109.03%-102.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $38 | $2,099-98.2% | $2,737-98.6% | $2,471-98.5% |
| Participant deferral / active EE | $1,199 | $2,768-56.7% | $3,709-67.7% | $3,740-68.0% |
| Admin fee / account holder | $13 | $2,878-99.6% | $3,845-99.7% | $5,306-99.8% |