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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,964 | $54,320-48.5% | $67,652-58.7% | $52,331-46.6% |
| Participation rate | 36.2% | 73.6%-37.4pp | 75.7%-39.5pp | 68.1%-32.0pp |
| Annual return | -4.94% | 6.81%-11.7pp | 6625.04%-6630.0pp | 4.54%-9.5pp |
| Employer contribution / active EE | $814 | $1,544-47.3% | $2,266-64.1% | $1,882-56.8% |
| Participant deferral / active EE | $2,129 | $2,950-27.8% | $3,560-40.2% | $3,022-29.6% |
| Admin fee / account holder | $18 | $527-96.6% | $4,821-99.6% | $592-97.0% |