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 | $19,508 | $44,989-56.6% | $170,442-88.6% | $77,958-75.0% |
| Participation rate | 33.9% | 64.6%-30.7pp | 83.6%-49.7pp | 71.6%-37.7pp |
| Annual return | 18.74% | 19.61%-0.9pp | 205.93%-187.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $483 | $1,466-67.0% | $5,433-91.1% | $2,310-79.1% |
| Participant deferral / active EE | $848 | $2,208-61.6% | $4,939-82.8% | $3,537-76.0% |
| Admin fee / account holder | $92 | $69+33.2% | $13,880-99.3% | $97-5.7% |