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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,747 | $80,753-49.5% | $136,294-70.1% | $62,292-34.6% |
| Participation rate | 61.4% | 73.5%-12.2pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 34.30% | 35.83%-1.5pp | 5155.94%-5121.6pp | 28.90%+5.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,203 | $5,164+39.5% | $6,247+15.3% | $3,169+127.3% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |