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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,772 | $66,302-17.4% | $110,238-50.3% | $56,287-2.7% |
| Participation rate | 53.7% | 74.9%-21.2pp | 79.8%-26.1pp | 69.9%-16.2pp |
| Annual return | -5.73% | -1.18%-4.5pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $982 | $2,047-52.0% | $3,826-74.3% | $2,111-53.5% |
| Participant deferral / active EE | $1,850 | $3,381-45.3% | $4,672-60.4% | $3,350-44.8% |
| Admin fee / account holder | $11 | $698-98.5% | $8,547-99.9% | $521-97.9% |