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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,544 | $58,879-58.3% | $178,490-86.2% | $73,488-66.6% |
| Participation rate | 18.6% | 66.2%-47.6pp | 81.9%-63.3pp | 70.7%-52.1pp |
| Annual return | 10.31% | 24.86%-14.6pp | 151.07%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $729 | $2,567-71.6% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $31 | $400-92.4% | $13,984-99.8% | $513-94.0% |