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 | $26,712 | $25,302+5.6% | $74,701-64.2% | $67,579-60.5% |
| Participation rate | 24.2% | 37.8%-13.7pp | 54.5%-30.3pp | 71.3%-47.1pp |
| Annual return | 1.42% | 10291.17%-10289.7pp | 752.92%-751.5pp | 378.56%-377.1pp |
| Employer contribution / active EE | $113 | $446-74.6% | $1,084-89.5% | $2,148-94.7% |
| Participant deferral / active EE | $750 | $954-21.4% | $1,964-61.8% | $3,539-78.8% |
| Admin fee / account holder | $13 | $108-88.4% | $3,333-99.6% | $142-91.2% |