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).
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 | $17,718 | $51,466-65.6% | $78,778-77.5% | $62,292-71.6% |
| Participation rate | 21.5% | 59.8%-38.3pp | 69.2%-47.7pp | 69.5%-48.0pp |
| Annual return | 16.29% | 19.96%-3.7pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $856 | $2,147-60.1% | $2,958-71.1% | $3,169-73.0% |
| Admin fee / account holder | $14 | $489-97.2% | $5,134-99.7% | $479-97.2% |