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.
Employer 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).
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 | $41,472 | $30,599+35.5% | $74,583-44.4% | $57,658-28.1% |
| Participation rate | 17.7% | 49.1%-31.5pp | 68.1%-50.4pp | 70.2%-52.6pp |
| Annual return | 7.87% | 14.24%-6.4pp | 20.47%-12.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $16 | $1,000-98.4% | $2,525-99.4% | $1,974-99.2% |
| Participant deferral / active EE | $2,610 | $1,805+44.6% | $3,458-24.5% | $3,061-14.7% |
| Admin fee / account holder | $39 | $98-60.1% | $4,138-99.1% | $95-58.7% |