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 | $18,809 | $76,000-75.3% | $154,107-87.8% | $64,186-70.7% |
| Participation rate | 63.2% | 70.4%-7.2pp | 83.0%-19.8pp | 69.6%-6.3pp |
| Annual return | -8.04% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,740 | $3,351-48.1% | $5,298-67.2% | $2,381-26.9% |
| Participant deferral / active EE | $2,259 | $3,175-28.9% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $183 | $5,596-96.7% | $13,411-98.6% | $4,888-96.3% |