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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,482 | $59,535-90.8% | $90,160-93.9% | $62,292-91.2% |
| Participation rate | 69.2% | 73.0%-3.9pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 17.99% | 23.53%-5.5pp | 34.88%-16.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,091 | $1,826+69.3% | $3,318-6.8% | $2,042+51.4% |
| Participant deferral / active EE | $601 | $4,639-87.1% | $5,288-88.6% | $3,169-81.0% |
| Admin fee / account holder | $82 | $337-75.6% | $5,943-98.6% | $479-82.8% |