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 9-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 | $20,768 | $43,550-52.3% | $63,517-67.3% | $52,331-60.3% |
| Participation rate | 23.4% | 65.7%-42.3pp | 71.0%-47.6pp | 68.1%-44.7pp |
| Annual return | 2.00% | 2.03%0pp | -70.30%+72.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,008 | $1,351-25.4% | $2,322-56.6% | $1,882-46.4% |
| Participant deferral / active EE | $2,006 | $2,254-11.0% | $2,953-32.1% | $3,022-33.6% |
| Admin fee / account holder | $3 | $387-99.3% | $5,892-100.0% | $592-99.5% |