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 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 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 | $11,430 | $180,449-93.7% | $154,107-92.6% | $135,375-91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,952 | $6,035-67.7% | $5,298-63.2% | $4,779-59.1% |
| Participant deferral / active EE | $3,476 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $9 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |