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.
Participant contribution per participant 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 | $13,155 | $44,473-70.4% | $76,523-82.8% | $55,725-76.4% |
| Participation rate | 17.3% | 51.0%-33.7pp | 68.0%-50.7pp | 70.9%-53.6pp |
| Annual return | -7.68% | -2.01%-5.7pp | -0.27%-7.4pp | 244.93%-252.6pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $405 | $1,988-79.6% | $3,835-89.4% | $3,356-87.9% |
| Admin fee / account holder | $4 | $134-97.3% | $4,848-99.9% | $115-96.8% |