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).
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 | $44,530 | $45,566-2.3% | $64,105-30.5% | $59,632-25.3% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | 0.83% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $348 | $934-62.7% | $1,820-80.9% | $2,203-84.2% |
| Participant deferral / active EE | $2,503 | $2,057+21.7% | $2,822-11.3% | $3,192-21.6% |
| Admin fee / account holder | $32 | $3,268-99.0% | $4,499-99.3% | $4,297-99.3% |