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 | $46,106 | $42,546+8.4% | $71,796-35.8% | $55,167-16.4% |
| Participation rate | 38.0% | 59.1%-21.2pp | 69.1%-31.1pp | 69.0%-31.0pp |
| Annual return | 7.40% | 12.36%-5.0pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $438 | $803-45.5% | $1,924-77.2% | $1,963-77.7% |
| Participant deferral / active EE | $1,616 | $2,064-21.7% | $2,794-42.2% | $3,054-47.1% |
| Admin fee / account holder | $35 | $650-94.7% | $4,815-99.3% | $504-93.1% |