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.
Annual investment return 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 | $43,109 | $57,065-24.5% | $75,670-43.0% | $70,131-38.5% |
| Participation rate | 69.4% | 68.1%+1.3pp | 72.3%-2.9pp | 69.5%-0.1pp |
| Annual return | 10.59% | 23.57%-13.0pp | 27.34%-16.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $507 | $1,817-72.1% | $2,352-78.4% | $2,342-78.3% |
| Participant deferral / active EE | $2,095 | $2,580-18.8% | $3,142-33.3% | $3,332-37.1% |
| Admin fee / account holder | $268 | $3,825-93.0% | $5,800-95.4% | $4,645-94.2% |