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 | $63,454 | $88,122-28.0% | $141,162-55.0% | $67,579-6.1% |
| Participation rate | 36.9% | 76.5%-39.6pp | 82.5%-45.6pp | 71.3%-34.4pp |
| Annual return | 18.81% | 75.40%-56.6pp | 71.39%-52.6pp | 378.56%-359.7pp |
| Employer contribution / active EE | $741 | $3,224-77.0% | $4,735-84.4% | $2,148-65.5% |
| Participant deferral / active EE | $5,402 | $5,958-9.3% | $6,709-19.5% | $3,539+52.6% |
| Admin fee / account holder | $170 | $131+29.7% | $10,261-98.3% | $142+19.3% |