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 | $23,131 | $31,424-26.4% | $81,478-71.6% | $69,631-66.8% |
| Participation rate | 13.8% | 50.8%-37.0pp | 68.0%-54.1pp | 70.7%-56.9pp |
| Annual return | 17.75% | 22.44%-4.7pp | 38.78%-21.0pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $95 | $1,029-90.8% | $2,568-96.3% | $2,032-95.3% |
| Participant deferral / active EE | $807 | $1,838-56.1% | $3,537-77.2% | $3,224-75.0% |
| Admin fee / account holder | $205 | $103+99.9% | $4,561-95.5% | $110+85.7% |