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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,155 | $46,732-41.9% | $156,549-82.7% | $55,167-50.8% |
| Participation rate | 38.6% | 65.8%-27.2pp | 84.0%-45.4pp | 69.0%-30.4pp |
| Annual return | 5.99% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $687 | $2,105-67.4% | $5,501-87.5% | $1,963-65.0% |
| Participant deferral / active EE | $1,762 | $2,204-20.1% | $4,871-63.8% | $3,054-42.3% |
| Admin fee / account holder | $22 | $418-94.6% | $13,027-99.8% | $504-95.5% |