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.
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 | $25,084 | $28,109-10.8% | $71,086-64.7% | $56,287-55.4% |
| Participation rate | 23.5% | 40.4%-16.9pp | 54.7%-31.2pp | 69.9%-46.4pp |
| Annual return | -7.65% | -615.05%+607.4pp | 650.59%-658.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $335 | $558-39.8% | $1,088-69.2% | $2,111-84.1% |
| Participant deferral / active EE | $727 | $1,116-34.9% | $1,874-61.2% | $3,350-78.3% |
| Admin fee / account holder | $295 | $585-49.6% | $3,082-90.4% | $521-43.4% |