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 | $25,960 | $29,369-11.6% | $77,482-66.5% | $73,409-64.6% |
| Participation rate | 25.4% | 37.9%-12.6pp | 54.2%-28.8pp | 72.2%-46.8pp |
| Annual return | 5.60% | 358.15%-352.5pp | 54.79%-49.2pp | 59.29%-53.7pp |
| Employer contribution / active EE | $121 | $406-70.1% | $986-87.7% | $2,234-94.6% |
| Participant deferral / active EE | $1,256 | $941+33.5% | $1,861-32.5% | $3,805-67.0% |
| Admin fee / account holder | $12 | $123-90.6% | $2,858-99.6% | $158-92.7% |