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 | $86,657 | $50,464+71.7% | $75,781+14.4% | $52,331+65.6% |
| Participation rate | 31.5% | 66.8%-35.3pp | 75.8%-44.3pp | 68.1%-36.6pp |
| Annual return | 0.33% | 1.03%-0.7pp | 9.68%-9.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $571 | $1,988-71.3% | $3,323-82.8% | $1,882-69.6% |
| Participant deferral / active EE | $1,444 | $2,570-43.8% | $3,651-60.5% | $3,022-52.2% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,299-99.9% | $592-99.4% |