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.
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).
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 | $13,149 | $54,390-75.8% | $117,039-88.8% | $69,631-81.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 77.2%+22.8pp | 70.7%+29.3pp |
| Annual return | 11.58% | 18.33%-6.8pp | 18.95%-7.4pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,260 | $1,357-7.1% | $3,785-66.7% | $2,032-38.0% |
| Participant deferral / active EE | $941 | $2,076-54.7% | $3,929-76.0% | $3,224-70.8% |
| Admin fee / account holder | $1 | $98-98.8% | $5,974-100.0% | $110-98.9% |