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).
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 | $131,657 | $65,376+101.4% | $87,100+51.2% | $65,185+102.0% |
| Participation rate | 44.2% | 75.3%-31.1pp | 76.9%-32.7pp | 70.2%-26.0pp |
| Annual return | 23.25% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,451 | $1,822-20.4% | $2,521-42.4% | $2,177-33.3% |
| Participant deferral / active EE | $2,681 | $3,388-20.9% | $4,049-33.8% | $3,514-23.7% |
| Admin fee / account holder | $238 | $520-54.3% | $7,497-96.8% | $847-72.0% |