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 | $27,504 | $51,244-46.3% | $80,975-66.0% | $55,167-50.1% |
| Participation rate | 46.3% | 71.7%-25.3pp | 75.8%-29.5pp | 69.0%-22.6pp |
| Annual return | 8.58% | 17.39%-8.8pp | 17.10%-8.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,350 | $4,418-46.8% | $5,696-58.7% | $3,054-23.1% |
| Admin fee / account holder | $6 | $398-98.5% | $5,516-99.9% | $504-98.8% |