Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,723 | $55,472-73.5% | $155,567-90.5% | $74,546-80.2% |
| Participation rate | 89.2% | 61.9%+27.3pp | 78.2%+11.0pp | 67.2%+22.0pp |
| Annual return | 26.16% | 268.72%-242.6pp | 64.74%-38.6pp | 1366.03%-1339.9pp |
| Employer contribution / active EE | $1,783 | $2,269-21.4% | $4,674-61.9% | $2,624-32.1% |
| Participant deferral / active EE | $2,490 | $2,838-12.3% | $5,628-55.8% | $4,347-42.7% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,916-99.9% | $1,944-99.5% |