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 | $79,716 | $52,884+50.7% | $84,750-5.9% | $55,167+44.5% |
| Participation rate | 33.0% | 67.5%-34.5pp | 76.6%-43.6pp | 69.0%-36.0pp |
| Annual return | 5.64% | 18.03%-12.4pp | 22.78%-17.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $526 | $2,233-76.4% | $3,574-85.3% | $1,963-73.2% |
| Participant deferral / active EE | $1,527 | $2,644-42.3% | $3,712-58.9% | $3,054-50.0% |
| Admin fee / account holder | $6 | $581-98.9% | $5,332-99.9% | $504-98.7% |