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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,039 | $47,977-52.0% | $154,107-85.1% | $56,287-59.1% |
| Participation rate | 54.5% | 66.2%-11.7pp | 83.0%-28.5pp | 69.9%-15.4pp |
| Annual return | -3.54% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $372 | $2,169-82.8% | $5,298-93.0% | $2,111-82.4% |
| Participant deferral / active EE | $957 | $2,392-60.0% | $5,081-81.2% | $3,350-71.4% |
| Admin fee / account holder | $68 | $438-84.4% | $13,411-99.5% | $521-86.9% |