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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,412 | $42,548-37.9% | $74,550-64.6% | $56,287-53.1% |
| Participation rate | 32.9% | 60.5%-27.6pp | 69.1%-36.3pp | 69.9%-37.0pp |
| Annual return | 7.28% | 12.40%-5.1pp | 32.53%-25.2pp | -9.96%+17.2pp |
| Employer contribution / active EE | $328 | $855-61.7% | $1,961-83.3% | $2,111-84.5% |
| Participant deferral / active EE | $2,337 | $2,277+2.6% | $3,108-24.8% | $3,350-30.2% |
| Admin fee / account holder | $47 | $467-89.9% | $5,060-99.1% | $521-90.9% |