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 | $39,675 | $49,177-19.3% | $79,464-50.1% | $64,186-38.2% |
| Participation rate | 12.5% | 65.0%-52.5pp | 73.3%-60.8pp | 69.6%-57.1pp |
| Annual return | -14.72% | -1.16%-13.6pp | 718.14%-732.9pp | 7.63%-22.4pp |
| Employer contribution / active EE | $242 | $2,076-88.3% | $2,800-91.4% | $2,381-89.8% |
| Participant deferral / active EE | $1,859 | $2,821-34.1% | $3,704-49.8% | $3,470-46.4% |
| Admin fee / account holder | $258 | $3,839-93.3% | $5,113-95.0% | $4,888-94.7% |