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 7-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).
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 | $45,775 | $62,573-26.8% | $85,682-46.6% | $85,850-46.7% |
| Participation rate | 53.3% | 61.1%-7.8pp | 69.9%-16.5pp | 69.3%-16.0pp |
| Annual return | 14.99% | 23.77%-8.8pp | 21.49%-6.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $464 | $1,757-73.6% | $2,618-82.3% | $2,565-81.9% |
| Participant deferral / active EE | $3,213 | $2,802+14.7% | $3,923-18.1% | $3,952-18.7% |
| Admin fee / account holder | $276 | $4,640-94.0% | $6,873-96.0% | $6,260-95.6% |