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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,257 | $52,953-58.0% | $172,739-87.1% | $65,185-65.9% |
| Participation rate | 52.2% | 66.2%-14.0pp | 82.6%-30.5pp | 70.2%-18.0pp |
| Annual return | 18.49% | 30.12%-11.6pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $541 | $2,190-75.3% | $5,143-89.5% | $2,177-75.1% |
| Participant deferral / active EE | $3,462 | $2,471+40.1% | $5,198-33.4% | $3,514-1.5% |
| Admin fee / account holder | $14 | $472-97.0% | $13,954-99.9% | $847-98.3% |