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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,355 | $69,337-98.0% | $84,611-98.4% | - |
| Participation rate | 18.2% | 59.9%-41.8pp | 68.2%-50.1pp | - |
| Annual return | 36.12% | 20.76%+15.4pp | 258.74%-222.6pp | - |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,652-100.0% | - |
| Participant deferral / active EE | $317 | $3,055-89.6% | $3,899-91.9% | - |
| Admin fee / account holder | $14 | $6,559-99.8% | $4,912-99.7% | - |